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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,495 | $176,077-60.5% | $159,455-56.4% | $167,518-58.5% |
| Participation rate | 28.6% | 84.9%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 24.79% | 331.83%-307.0pp | 263.63%-238.8pp | 478.71%-453.9pp |
| Employer contribution / active EE | $13,665 | $5,298+157.9% | $4,830+182.9% | $4,838+182.4% |
| Participant deferral / active EE | $7,429 | $7,751-4.2% | $7,353+1.0% | $6,342+17.1% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |