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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 | $65,497 | $150,447-56.5% | $136,298-51.9% | $147,586-55.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 24.77% | 1049.15%-1024.4pp | 5156.27%-5131.5pp | 578.59%-553.8pp |
| Employer contribution / active EE | $917 | $5,256-82.6% | $4,696-80.5% | $4,876-81.2% |
| Participant deferral / active EE | $17,020 | $6,631+156.7% | $6,247+172.4% | $5,439+212.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |