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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 | $51,863 | $209,874-75.3% | $189,537-72.6% | $167,536-69.0% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 19.10% | 748.61%-729.5pp | 555.34%-536.2pp | 478.82%-459.7pp |
| Employer contribution / active EE | $3,743 | $6,913-45.9% | $6,161-39.2% | $4,839-22.6% |
| Participant deferral / active EE | $4,679 | $8,934-47.6% | $8,220-43.1% | $6,342-26.2% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |