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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 | $109,940 | $88,815+23.8% | $81,882+34.3% | $145,897-24.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 15.92% | 1033.75%-1017.8pp | 779.47%-763.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $1,289 | $3,086-58.2% | $2,916-55.8% | $4,663-72.3% |
| Participant deferral / active EE | $3,927 | $4,647-15.5% | $4,323-9.2% | $6,689-41.3% |
| Admin fee / account holder | $39 | $8,434-99.5% | $7,360-99.5% | $13,390-99.7% |