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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 | $62,475 | $157,296-60.3% | $141,191-55.8% | $152,897-59.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 48.26% | 64.34%-16.1pp | 71.41%-23.2pp | 345.43%-297.2pp |
| Employer contribution / active EE | $7,350 | $5,262+39.7% | $4,736+55.2% | $4,764+54.3% |
| Participant deferral / active EE | $16,667 | $7,111+134.4% | $6,710+148.4% | $5,851+184.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |