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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 | $31,661 | $202,342-84.4% | $172,753-81.7% | $152,909-79.3% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 26.52% | 1029.88%-1003.4pp | 803.00%-776.5pp | 345.46%-318.9pp |
| Employer contribution / active EE | $3,532 | $5,857-39.7% | $5,144-31.3% | $4,764-25.9% |
| Participant deferral / active EE | $4,912 | $5,948-17.4% | $5,198-5.5% | $5,851-16.1% |
| Admin fee / account holder | $15 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |