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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 | $86,260 | $202,342-57.4% | $172,752-50.1% | $152,897-43.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 16.40% | 1029.83%-1013.4pp | 802.97%-786.6pp | 345.43%-329.0pp |
| Employer contribution / active EE | $6,400 | $5,858+9.3% | $5,144+24.4% | $4,764+34.4% |
| Participant deferral / active EE | $3,200 | $5,948-46.2% | $5,198-38.4% | $5,851-45.3% |
| Admin fee / account holder | $295 | $17,111-98.3% | $13,955-97.9% | $11,599-97.5% |