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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 | $145,401 | $165,381-12.1% | $149,730-2.9% | $158,966-8.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 14.18% | 348.29%-334.1pp | 276.70%-262.5pp | 302.95%-288.8pp |
| Employer contribution / active EE | $13,185 | $5,104+158.3% | $4,645+183.8% | $4,762+176.8% |
| Participant deferral / active EE | $6,742 | $7,182-6.1% | $6,843-1.5% | $5,983+12.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |