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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 | $134,173 | $202,342-33.7% | $172,753-22.3% | $152,909-12.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 20.86% | 1029.88%-1009.0pp | 803.00%-782.1pp | 345.46%-324.6pp |
| Employer contribution / active EE | $1,278 | $5,857-78.2% | $5,144-75.2% | $4,764-73.2% |
| Participant deferral / active EE | $4,238 | $5,948-28.8% | $5,198-18.5% | $5,851-27.6% |
| Admin fee / account holder | $20 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |