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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 | $89,542 | $202,345-55.7% | $172,755-48.2% | $152,885-41.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 20.38% | 1029.77%-1009.4pp | 802.94%-782.6pp | 345.39%-325.0pp |
| Employer contribution / active EE | $7,813 | $5,858+33.4% | $5,144+51.9% | $4,763+64.0% |
| Participant deferral / active EE | $5,591 | $5,948-6.0% | $5,198+7.6% | $5,851-4.4% |
| Admin fee / account holder | $118 | $17,111-99.3% | $13,955-99.2% | $11,598-99.0% |