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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 | $88,441 | $100,938-12.4% | $90,461-2.2% | $158,982-44.4% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.1pp | 82.0%-18.3pp |
| Annual return | 23.01% | 1727.20%-1704.2pp | 1294.76%-1271.8pp | 302.99%-280.0pp |
| Employer contribution / active EE | $1,943 | $3,691-47.4% | $3,264-40.5% | $4,763-59.2% |
| Participant deferral / active EE | $4,771 | $4,350+9.7% | $3,964+20.3% | $5,983-20.3% |
| Admin fee / account holder | $1 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |