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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 | $138,357 | $202,342-31.6% | $172,753-19.9% | $152,909-9.5% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.5%-57.5pp |
| Annual return | 15.40% | 1029.88%-1014.5pp | 803.00%-787.6pp | 345.46%-330.1pp |
| Employer contribution / active EE | $2,575 | $5,857-56.0% | $5,144-49.9% | $4,764-45.9% |
| Participant deferral / active EE | $4,750 | $5,948-20.1% | $5,198-8.6% | $5,851-18.8% |
| Admin fee / account holder | $13 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |