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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 | $111,163 | $96,388+15.3% | $80,627+37.9% | $139,466-20.3% |
| Participation rate | 57.9% | 73.6%-15.7pp | 67.0%-9.1pp | 80.3%-22.4pp |
| Annual return | 17.01% | 1352.08%-1335.1pp | 936.76%-919.7pp | 373.66%-356.7pp |
| Employer contribution / active EE | $1,674 | $3,260-48.6% | $2,723-38.5% | $4,754-64.8% |
| Participant deferral / active EE | $4,028 | $5,224-22.9% | $4,443-9.3% | $6,712-40.0% |
| Admin fee / account holder | $18 | $6,603-99.7% | $5,381-99.7% | $11,409-99.8% |