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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 | $195,871 | $202,345-3.2% | $172,755+13.4% | $152,885+28.1% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.5%-38.0pp |
| Annual return | 20.47% | 1029.77%-1009.3pp | 802.94%-782.5pp | 345.39%-324.9pp |
| Employer contribution / active EE | $1,948 | $5,858-66.7% | $5,144-62.1% | $4,763-59.1% |
| Participant deferral / active EE | $4,796 | $5,948-19.4% | $5,198-7.7% | $5,851-18.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |