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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 | $95,589 | $96,388-0.8% | $80,627+18.6% | $139,466-31.5% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 25.73% | 1352.08%-1326.4pp | 936.76%-911.0pp | 373.66%-347.9pp |
| Employer contribution / active EE | $17,339 | $3,260+431.9% | $2,723+536.8% | $4,754+264.7% |
| Participant deferral / active EE | $13,300 | $5,224+154.6% | $4,443+199.4% | $6,712+98.2% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |