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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 | $122,379 | $171,867-28.8% | $149,721-18.3% | $147,586-17.1% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 15.97% | 2113.36%-2097.4pp | 1501.67%-1485.7pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,843 | $6,275-70.6% | $5,444-66.2% | $4,876-62.2% |
| Participant deferral / active EE | $6,967 | $7,270-4.2% | $6,568+6.1% | $5,439+28.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |