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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 | $123,220 | $150,447-18.1% | $136,298-9.6% | $147,586-16.5% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 15.97% | 1049.15%-1033.2pp | 5156.27%-5140.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,276 | $5,256-75.7% | $4,696-72.8% | $4,876-73.8% |
| Participant deferral / active EE | $5,071 | $6,631-23.5% | $6,247-18.8% | $5,439-6.8% |
| Admin fee / account holder | $225 | $10,906-97.9% | $9,244-97.6% | $10,886-97.9% |