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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 | $87,479 | $99,011-11.6% | $86,582+1.0% | $147,586-40.7% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 18.57% | 1312.75%-1294.2pp | 965.08%-946.5pp | 578.59%-560.0pp |
| Employer contribution / active EE | $671 | $3,132-78.6% | $2,839-76.4% | $4,876-86.2% |
| Participant deferral / active EE | $785 | $3,972-80.2% | $3,609-78.2% | $5,439-85.6% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |