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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 | $90,540 | $176,105-48.6% | $159,474-43.2% | $167,536-46.0% |
| Participation rate | 64.7% | 85.0%-20.2pp | 82.8%-18.1pp | 82.1%-17.4pp |
| Annual return | 16.69% | 331.91%-315.2pp | 263.68%-247.0pp | 478.82%-462.1pp |
| Employer contribution / active EE | $972 | $5,299-81.7% | $4,831-79.9% | $4,839-79.9% |
| Participant deferral / active EE | $3,409 | $7,751-56.0% | $7,353-53.6% | $6,342-46.3% |
| Admin fee / account holder | $23 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |