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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 | $207,596 | $156,963+32.3% | $121,204+71.3% | $139,466+48.9% |
| Participation rate | 64.7% | 76.5%-11.8pp | 69.5%-4.8pp | 80.3%-15.6pp |
| Annual return | 19.98% | 1476.75%-1456.8pp | 987.18%-967.2pp | 373.66%-353.7pp |
| Employer contribution / active EE | $2,115 | $5,544-61.9% | $4,170-49.3% | $4,754-55.5% |
| Participant deferral / active EE | $3,398 | $4,848-29.9% | $4,083-16.8% | $6,712-49.4% |
| Admin fee / account holder | $42 | $6,953-99.4% | $5,651-99.3% | $11,409-99.6% |