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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 | $115,879 | $202,342-42.7% | $172,752-32.9% | $152,897-24.2% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 20.05% | 1029.83%-1009.8pp | 802.97%-782.9pp | 345.43%-325.4pp |
| Employer contribution / active EE | $1,670 | $5,858-71.5% | $5,144-67.5% | $4,764-65.0% |
| Participant deferral / active EE | $4,135 | $5,948-30.5% | $5,198-20.5% | $5,851-29.3% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |