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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 | $96,536 | $167,362-42.3% | $143,799-32.9% | $134,532-28.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | 758.07% | 0.47%+757.6pp | -0.04%+758.1pp | 418.27%+339.8pp |
| Employer contribution / active EE | $2,658 | $5,620-52.7% | $4,952-46.3% | $4,741-43.9% |
| Participant deferral / active EE | $7,512 | $6,447+16.5% | $5,638+33.2% | $6,401+17.4% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |