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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 | $167,082 | $176,688-5.4% | $130,660+27.9% | $152,909+9.3% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.5%-15.8pp |
| Annual return | 21.60% | 2693.08%-2671.5pp | 1709.29%-1687.7pp | 345.46%-323.9pp |
| Employer contribution / active EE | $2,292 | $5,743-60.1% | $4,092-44.0% | $4,764-51.9% |
| Participant deferral / active EE | $4,199 | $4,362-3.7% | $3,603+16.5% | $5,851-28.2% |
| Admin fee / account holder | $19 | $7,131-99.7% | $5,463-99.7% | $11,601-99.8% |