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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 | $72,147 | $202,342-64.3% | $172,752-58.2% | $152,897-52.8% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 28.65% | 1029.83%-1001.2pp | 802.97%-774.3pp | 345.43%-316.8pp |
| Employer contribution / active EE | $1,570 | $5,858-73.2% | $5,144-69.5% | $4,764-67.0% |
| Participant deferral / active EE | $6,428 | $5,948+8.1% | $5,198+23.7% | $5,851+9.9% |
| Admin fee / account holder | $1 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |