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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 | $87,247 | $202,345-56.9% | $172,755-49.5% | $152,885-42.9% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 23.69% | 1029.77%-1006.1pp | 802.94%-779.2pp | 345.39%-321.7pp |
| Employer contribution / active EE | $1,399 | $5,858-76.1% | $5,144-72.8% | $4,763-70.6% |
| Participant deferral / active EE | $3,968 | $5,948-33.3% | $5,198-23.7% | $5,851-32.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |