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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 | $186,079 | $202,342-8.0% | $172,752+7.7% | $152,897+21.7% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 12.75% | 1029.83%-1017.1pp | 802.97%-790.2pp | 345.43%-332.7pp |
| Employer contribution / active EE | $1,935 | $5,858-67.0% | $5,144-62.4% | $4,764-59.4% |
| Participant deferral / active EE | $7,600 | $5,948+27.8% | $5,198+46.2% | $5,851+29.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |