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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 | $71,700 | $202,345-64.6% | $172,755-58.5% | $152,885-53.1% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.5%-38.0pp |
| Annual return | 25.70% | 1029.77%-1004.1pp | 802.94%-777.2pp | 345.39%-319.7pp |
| Employer contribution / active EE | $1,825 | $5,858-68.8% | $5,144-64.5% | $4,763-61.7% |
| Participant deferral / active EE | $4,282 | $5,948-28.0% | $5,198-17.6% | $5,851-26.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |