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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 | $62,377 | $202,342-69.2% | $172,752-63.9% | $152,897-59.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 25.61% | 1029.83%-1004.2pp | 802.97%-777.4pp | 345.43%-319.8pp |
| Employer contribution / active EE | $1,333 | $5,858-77.2% | $5,144-74.1% | $4,764-72.0% |
| Participant deferral / active EE | $6,938 | $5,948+16.6% | $5,198+33.5% | $5,851+18.6% |
| Admin fee / account holder | $10 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |