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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 | $56,174 | $100,938-44.3% | $90,461-37.9% | $158,982-64.7% |
| Participation rate | 65.0% | 75.0%-10.0pp | 72.7%-7.7pp | 82.0%-17.0pp |
| Annual return | 22.68% | 1727.20%-1704.5pp | 1294.76%-1272.1pp | 302.99%-280.3pp |
| Employer contribution / active EE | $3,317 | $3,691-10.2% | $3,264+1.6% | $4,763-30.4% |
| Participant deferral / active EE | $5,047 | $4,350+16.0% | $3,964+27.3% | $5,983-15.7% |
| Admin fee / account holder | $145 | $6,510-97.8% | $5,617-97.4% | $11,252-98.7% |