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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 | $74,307 | $202,342-63.3% | $172,753-57.0% | $152,909-51.4% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 26.73% | 1029.88%-1003.1pp | 803.00%-776.3pp | 345.46%-318.7pp |
| Employer contribution / active EE | $2,343 | $5,857-60.0% | $5,144-54.5% | $4,764-50.8% |
| Participant deferral / active EE | $8,716 | $5,948+46.5% | $5,198+67.7% | $5,851+49.0% |
| Admin fee / account holder | $30 | $17,112-99.8% | $13,956-99.8% | $11,601-99.7% |