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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 | $80,305 | $70,366+14.1% | $66,674+20.4% | $138,895-42.2% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 27.32% | 386.41%-359.1pp | 321.24%-293.9pp | 145.39%-118.1pp |
| Employer contribution / active EE | $1,759 | $2,765-36.4% | $2,620-32.9% | $4,194-58.1% |
| Participant deferral / active EE | $15,667 | $4,374+258.2% | $4,084+283.6% | $6,396+144.9% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |