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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 | $165,806 | $202,342-18.1% | $172,752-4.0% | $152,897+8.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 33.59% | 1029.83%-996.2pp | 802.97%-769.4pp | 345.43%-311.8pp |
| Employer contribution / active EE | $2,765 | $5,858-52.8% | $5,144-46.3% | $4,764-42.0% |
| Participant deferral / active EE | $4,407 | $5,948-25.9% | $5,198-15.2% | $5,851-24.7% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |