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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 | $128,286 | $99,011+29.6% | $86,582+48.2% | $147,586-13.1% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 11.64% | 1312.75%-1301.1pp | 965.08%-953.4pp | 578.59%-567.0pp |
| Employer contribution / active EE | $1,934 | $3,132-38.3% | $2,839-31.9% | $4,876-60.3% |
| Participant deferral / active EE | $4,912 | $3,972+23.7% | $3,609+36.1% | $5,439-9.7% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |