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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 | $66,167 | $68,097-2.8% | $62,929+5.1% | $137,256-51.8% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 24.90% | 1859.11%-1834.2pp | 1063.93%-1039.0pp | 220.34%-195.4pp |
| Employer contribution / active EE | $4,419 | $2,811+57.2% | $2,505+76.5% | $4,156+6.3% |
| Participant deferral / active EE | $4,686 | $4,553+2.9% | $3,888+20.5% | $6,407-26.9% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |