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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 | $113,758 | $202,342-43.8% | $172,752-34.1% | $152,897-25.6% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 26.46% | 1029.83%-1003.4pp | 802.97%-776.5pp | 345.43%-319.0pp |
| Employer contribution / active EE | $4,685 | $5,858-20.0% | $5,144-8.9% | $4,764-1.6% |
| Participant deferral / active EE | $5,706 | $5,948-4.1% | $5,198+9.8% | $5,851-2.5% |
| Admin fee / account holder | $161 | $17,111-99.1% | $13,955-98.8% | $11,599-98.6% |