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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 | $203,123 | $202,342+0.4% | $172,752+17.6% | $152,897+32.8% |
| Participation rate | 41.2% | 87.1%-45.9pp | 82.6%-41.5pp | 82.5%-41.3pp |
| Annual return | 20.33% | 1029.83%-1009.5pp | 802.97%-782.6pp | 345.43%-325.1pp |
| Employer contribution / active EE | $1,986 | $5,858-66.1% | $5,144-61.4% | $4,764-58.3% |
| Participant deferral / active EE | $3,374 | $5,948-43.3% | $5,198-35.1% | $5,851-42.3% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |