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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 | $86,026 | $99,011-13.1% | $86,582-0.6% | $147,586-41.7% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 16.00% | 1312.75%-1296.7pp | 965.08%-949.1pp | 578.59%-562.6pp |
| Employer contribution / active EE | $8,023 | $3,132+156.1% | $2,839+182.5% | $4,876+64.5% |
| Participant deferral / active EE | $2,381 | $3,972-40.1% | $3,609-34.0% | $5,439-56.2% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |