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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 | $92,609 | $88,815+4.3% | $81,882+13.1% | $145,897-36.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 10.97% | 1033.75%-1022.8pp | 779.47%-768.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,556 | $3,086-49.6% | $2,916-46.6% | $4,663-66.6% |
| Participant deferral / active EE | $5,832 | $4,647+25.5% | $4,323+34.9% | $6,689-12.8% |
| Admin fee / account holder | $127 | $8,434-98.5% | $7,360-98.3% | $13,390-99.1% |