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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 | $93,975 | $202,342-53.6% | $172,752-45.6% | $152,897-38.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 21.56% | 1029.83%-1008.3pp | 802.97%-781.4pp | 345.43%-323.9pp |
| Employer contribution / active EE | $1,579 | $5,858-73.0% | $5,144-69.3% | $4,764-66.8% |
| Participant deferral / active EE | $11,258 | $5,948+89.3% | $5,198+116.6% | $5,851+92.4% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |