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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 | $74,225 | $202,342-63.3% | $172,752-57.0% | $152,897-51.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 18.64% | 1029.83%-1011.2pp | 802.97%-784.3pp | 345.43%-326.8pp |
| Employer contribution / active EE | $5,944 | $5,858+1.5% | $5,144+15.6% | $4,764+24.8% |
| Participant deferral / active EE | $4,591 | $5,948-22.8% | $5,198-11.7% | $5,851-21.5% |
| Admin fee / account holder | $33 | $17,111-99.8% | $13,955-99.8% | $11,599-99.7% |