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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 | $95,296 | $156,970-39.3% | $121,210-21.4% | $139,487-31.7% |
| Participation rate | 61.9% | 76.5%-14.6pp | 69.5%-7.6pp | 80.3%-18.4pp |
| Annual return | 23.22% | 1477.10%-1453.9pp | 987.41%-964.2pp | 373.84%-350.6pp |
| Employer contribution / active EE | $2,856 | $5,546-48.5% | $4,171-31.5% | $4,755-39.9% |
| Participant deferral / active EE | $9,478 | $4,849+95.5% | $4,084+132.1% | $6,713+41.2% |
| Admin fee / account holder | $4 | $6,947-99.9% | $5,647-99.9% | $11,407-100.0% |