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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 | $119,288 | $156,963-24.0% | $121,204-1.6% | $139,466-14.5% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 19.55% | 1476.75%-1457.2pp | 987.18%-967.6pp | 373.66%-354.1pp |
| Employer contribution / active EE | $6,389 | $5,544+15.2% | $4,170+53.2% | $4,754+34.4% |
| Participant deferral / active EE | $10,842 | $4,848+123.6% | $4,083+165.6% | $6,712+61.5% |
| Admin fee / account holder | $20 | $6,953-99.7% | $5,651-99.6% | $11,409-99.8% |