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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 | $129,174 | $192,829-33.0% | $142,516-9.4% | $139,487-7.4% |
| Participation rate | 66.7% | 81.4%-14.8pp | 76.8%-10.1pp | 80.3%-13.7pp |
| Annual return | 275.41% | 18.07%+257.3pp | 20.03%+255.4pp | 373.84%-98.4pp |
| Employer contribution / active EE | $34,351 | $5,808+491.4% | $4,849+608.4% | $4,755+622.5% |
| Participant deferral / active EE | $6,714 | $7,200-6.7% | $6,280+6.9% | $6,7130% |
| Admin fee / account holder | $0 | $15,120-100.0% | $10,008-100.0% | $11,407-100.0% |