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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 | $174,079 | $234,190-25.7% | $180,320-3.5% | $198,609-12.4% |
| Participation rate | 63.2% | 77.1%-14.0pp | 71.5%-8.4pp | 82.4%-19.2pp |
| Annual return | 13.99% | 1057.44%-1043.5pp | 778.54%-764.5pp | 202.70%-188.7pp |
| Employer contribution / active EE | $1,215 | $5,258-76.9% | $4,108-70.4% | $5,055-76.0% |
| Participant deferral / active EE | $5,193 | $4,988+4.1% | $4,304+20.6% | $6,977-25.6% |
| Admin fee / account holder | $0 | $12,558-100.0% | $10,000-100.0% | $19,030-100.0% |