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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 | $82,203 | $171,867-52.2% | $149,721-45.1% | $147,586-44.3% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 17.56% | 2113.36%-2095.8pp | 1501.67%-1484.1pp | 578.59%-561.0pp |
| Employer contribution / active EE | $3,046 | $6,275-51.5% | $5,444-44.0% | $4,876-37.5% |
| Participant deferral / active EE | $5,061 | $7,270-30.4% | $6,568-22.9% | $5,439-6.9% |
| Admin fee / account holder | $15 | $13,799-99.9% | $11,282-99.9% | $10,886-99.9% |