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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 | $77,172 | $88,778-13.1% | $81,844-5.7% | $145,884-47.1% |
| Participation rate | 46.2% | 75.1%-28.9pp | 72.4%-26.2pp | 80.3%-34.1pp |
| Annual return | 15.37% | 1033.03%-1017.7pp | 778.87%-763.5pp | 551.85%-536.5pp |
| Employer contribution / active EE | $3,855 | $3,087+24.9% | $2,916+32.2% | $4,662-17.3% |
| Participant deferral / active EE | $1,968 | $4,648-57.7% | $4,323-54.5% | $6,690-70.6% |
| Admin fee / account holder | $24 | $8,430-99.7% | $7,355-99.7% | $13,392-99.8% |