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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 | $58,378 | $202,342-71.1% | $172,753-66.2% | $152,909-61.8% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 26.51% | 1029.88%-1003.4pp | 803.00%-776.5pp | 345.46%-319.0pp |
| Employer contribution / active EE | $1,454 | $5,857-75.2% | $5,144-71.7% | $4,764-69.5% |
| Participant deferral / active EE | $6,787 | $5,948+14.1% | $5,198+30.6% | $5,851+16.0% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |