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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 | $202,345-84.4% | $172,755-81.7% | $152,885-79.3% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 26.52% | 1029.77%-1003.3pp | 802.94%-776.4pp | 345.39%-318.9pp |
| Employer contribution / active EE | $3,532 | $5,858-39.7% | $5,144-31.3% | $4,763-25.9% |
| Participant deferral / active EE | $4,912 | $5,948-17.4% | $5,198-5.5% | $5,851-16.0% |
| Admin fee / account holder | $15 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |