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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 | $133,009 | $202,345-34.3% | $172,755-23.0% | $152,885-13.0% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.5%-27.9pp |
| Annual return | 24.14% | 1029.77%-1005.6pp | 802.94%-778.8pp | 345.39%-321.3pp |
| Employer contribution / active EE | $1,426 | $5,858-75.7% | $5,144-72.3% | $4,763-70.1% |
| Participant deferral / active EE | $3,040 | $5,948-48.9% | $5,198-41.5% | $5,851-48.0% |
| Admin fee / account holder | $14 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |