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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 | $68,562 | $180,749-62.1% | $160,784-57.4% | $137,256-50.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 19.65% | 2234.46%-2214.8pp | 1803.92%-1784.3pp | 220.34%-200.7pp |
| Employer contribution / active EE | $568 | $4,155-86.3% | $3,733-84.8% | $4,156-86.3% |
| Participant deferral / active EE | $9,059 | $6,844+32.4% | $6,293+44.0% | $6,407+41.4% |
| Admin fee / account holder | $290 | $10,397-97.2% | $9,717-97.0% | $12,270-97.6% |