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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 | $186,746 | $156,927+19.0% | $121,169+54.1% | $139,456+33.9% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 20.35% | 1475.85%-1455.5pp | 986.71%-966.4pp | 373.45%-353.1pp |
| Employer contribution / active EE | $2,040 | $5,542-63.2% | $4,168-51.1% | $4,753-57.1% |
| Participant deferral / active EE | $7,500 | $4,848+54.7% | $4,083+83.7% | $6,711+11.8% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |