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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 | $192,262 | $104,953+83.2% | $84,637+127.2% | $152,909+25.7% |
| Participation rate | 41.7% | 74.8%-33.2pp | 68.2%-26.6pp | 82.5%-40.8pp |
| Annual return | 18.07% | 373.94%-355.9pp | 258.82%-240.8pp | 345.46%-327.4pp |
| Employer contribution / active EE | $668 | $3,304-79.8% | $2,653-74.8% | $4,764-86.0% |
| Participant deferral / active EE | $4,067 | $4,691-13.3% | $3,900+4.3% | $5,851-30.5% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |