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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 | $46,257 | $202,342-77.1% | $172,753-73.2% | $152,909-69.7% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 28.87% | 1029.88%-1001.0pp | 803.00%-774.1pp | 345.46%-316.6pp |
| Employer contribution / active EE | $2,128 | $5,857-63.7% | $5,144-58.6% | $4,764-55.3% |
| Participant deferral / active EE | $5,093 | $5,948-14.4% | $5,198-2.0% | $5,851-13.0% |
| Admin fee / account holder | $116 | $17,112-99.3% | $13,956-99.2% | $11,601-99.0% |