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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 | $76,538 | $168,626-54.6% | $133,698-42.8% | $145,897-47.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.4%-9.8pp | 80.3%-13.6pp |
| Annual return | 14.23% | 1168.99%-1154.8pp | 580.90%-566.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $6,838 | $5,290+29.3% | $4,218+62.1% | $4,663+46.6% |
| Participant deferral / active EE | $15,021 | $8,688+72.9% | $7,016+114.1% | $6,689+124.6% |
| Admin fee / account holder | $43 | $9,638-99.6% | $6,703-99.4% | $13,390-99.7% |