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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 | $71,145 | $202,326-64.8% | $172,745-58.8% | $152,870-53.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 22.35% | 1029.72%-1007.4pp | 802.90%-780.5pp | 345.34%-323.0pp |
| Employer contribution / active EE | $9,398 | $5,858+60.4% | $5,144+82.7% | $4,763+97.3% |
| Participant deferral / active EE | $6,250 | $5,948+5.1% | $5,197+20.3% | $5,850+6.8% |
| Admin fee / account holder | $133 | $17,110-99.2% | $13,954-99.0% | $11,597-98.9% |