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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 | $63,240 | $176,105-64.1% | $159,474-60.3% | $167,536-62.3% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 16.47% | 331.91%-315.4pp | 263.68%-247.2pp | 478.82%-462.3pp |
| Employer contribution / active EE | $4,253 | $5,299-19.7% | $4,831-12.0% | $4,839-12.1% |
| Participant deferral / active EE | $8,293 | $7,751+7.0% | $7,353+12.8% | $6,342+30.8% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |