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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 | $135,156 | $88,778+52.2% | $81,844+65.1% | $145,884-7.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 13.43% | 1033.03%-1019.6pp | 778.87%-765.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,759 | $4,648+2.4% | $4,323+10.1% | $6,690-28.9% |
| Admin fee / account holder | $13 | $8,430-99.9% | $7,355-99.8% | $13,392-99.9% |