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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 | $99,588 | $202,463-50.8% | $169,397-41.2% | $139,487-28.6% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 0.00% | 532.64%-532.6pp | 406.23%-406.2pp | 373.84%-373.8pp |
| Employer contribution / active EE | $18,311 | $4,694+290.1% | $4,013+356.3% | $4,755+285.1% |
| Participant deferral / active EE | $10,000 | $6,941+44.1% | $6,223+60.7% | $6,713+49.0% |
| Admin fee / account holder | $155 | $10,726-98.6% | $9,017-98.3% | $11,407-98.6% |