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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 | $227,960 | $180,462+26.3% | $154,111+47.9% | $135,379+68.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 1.84% | 888.17%-886.3pp | 735.18%-733.3pp | 519.79%-517.9pp |
| Employer contribution / active EE | $2,243 | $6,036-62.8% | $5,298-57.7% | $4,779-53.1% |
| Participant deferral / active EE | $13,915 | $5,806+139.7% | $5,081+173.9% | $5,609+148.1% |
| Admin fee / account holder | $50 | $16,145-99.7% | $13,411-99.6% | $10,828-99.5% |