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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 | $66,645 | $99,009-32.7% | $86,581-23.0% | $147,585-54.8% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 18.85% | 1312.70%-1293.9pp | 965.06%-946.2pp | 578.58%-559.7pp |
| Employer contribution / active EE | $2,100 | $3,132-33.0% | $2,840-26.0% | $4,876-56.9% |
| Participant deferral / active EE | $6,333 | $3,972+59.4% | $3,609+75.5% | $5,439+16.4% |
| Admin fee / account holder | $16 | $5,709-99.7% | $4,904-99.7% | $10,886-99.9% |