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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 | $12,090 | $169,336-92.9% | $129,384-90.7% | $145,884-91.7% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 31.82% | 14408.70%-14376.9pp | 9461.77%-9430.0pp | 551.85%-520.0pp |
| Employer contribution / active EE | $2,065 | $5,540-62.7% | $4,153-50.3% | $4,662-55.7% |
| Participant deferral / active EE | $9,732 | $4,985+95.2% | $4,166+133.6% | $6,690+45.5% |
| Admin fee / account holder | $26 | $9,912-99.7% | $7,686-99.7% | $13,392-99.8% |