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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 | $162,458 | $88,815+82.9% | $81,882+98.4% | $145,897+11.4% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 15.06% | 1033.75%-1018.7pp | 779.47%-764.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,121 | $3,086-63.7% | $2,916-61.5% | $4,663-75.9% |
| Participant deferral / active EE | $12,270 | $4,647+164.0% | $4,323+183.8% | $6,689+83.4% |
| Admin fee / account holder | $40 | $8,434-99.5% | $7,360-99.5% | $13,390-99.7% |