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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 | $76,472 | $156,963-51.3% | $121,204-36.9% | $139,466-45.2% |
| Participation rate | 46.7% | 76.5%-29.8pp | 69.5%-22.9pp | 80.3%-33.7pp |
| Annual return | 16.52% | 1476.75%-1460.2pp | 987.18%-970.7pp | 373.66%-357.1pp |
| Employer contribution / active EE | $998 | $5,544-82.0% | $4,170-76.1% | $4,754-79.0% |
| Participant deferral / active EE | $3,555 | $4,848-26.7% | $4,083-12.9% | $6,712-47.0% |
| Admin fee / account holder | $19 | $6,953-99.7% | $5,651-99.7% | $11,409-99.8% |