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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 | $56,161 | $202,342-72.2% | $172,753-67.5% | $152,909-63.3% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 15.55% | 1029.88%-1014.3pp | 803.00%-787.5pp | 345.46%-329.9pp |
| Employer contribution / active EE | $6,664 | $5,857+13.8% | $5,144+29.6% | $4,764+39.9% |
| Participant deferral / active EE | $3,397 | $5,948-42.9% | $5,198-34.7% | $5,851-42.0% |
| Admin fee / account holder | $72 | $17,112-99.6% | $13,956-99.5% | $11,601-99.4% |