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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 | $111,456 | $124,187-10.3% | $108,410+2.8% | $167,518-33.5% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 13.15% | 1379.80%-1366.7pp | 905.34%-892.2pp | 478.71%-465.6pp |
| Employer contribution / active EE | $3,006 | $4,187-28.2% | $3,558-15.5% | $4,838-37.9% |
| Participant deferral / active EE | $17,333 | $6,908+150.9% | $6,562+164.1% | $6,342+173.3% |
| Admin fee / account holder | $0 | $9,456-100.0% | $7,296-100.0% | $12,312-100.0% |