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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 | $115,067 | $96,678+19.0% | $86,640+32.8% | $139,466-17.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 26.11% | 106.69%-80.6pp | 592.52%-566.4pp | 373.66%-347.6pp |
| Employer contribution / active EE | $4,047 | $3,265+23.9% | $3,024+33.8% | $4,754-14.9% |
| Participant deferral / active EE | $13,667 | $4,837+182.6% | $4,438+207.9% | $6,712+103.6% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |