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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 | $167,244 | $88,754+88.4% | $81,820+104.4% | $145,877+14.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.24% | 1031.77%-1019.5pp | 777.93%-765.7pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,774 | $3,085-42.5% | $2,915-39.1% | $4,663-62.0% |
| Participant deferral / active EE | $14,667 | $4,648+215.6% | $4,323+239.3% | $6,691+119.2% |
| Admin fee / account holder | $32 | $8,424-99.6% | $7,391-99.6% | $13,402-99.8% |