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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 | $164,271 | $217,432-24.4% | $185,849-11.6% | $167,536-1.9% |
| Participation rate | 0.0% | 86.1%-86.1pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 10.70% | 148.42%-137.7pp | 122.10%-111.4pp | 478.82%-468.1pp |
| Employer contribution / active EE | $7,488 | $5,875+27.5% | $5,169+44.9% | $4,839+54.7% |
| Participant deferral / active EE | $5,103 | $6,357-19.7% | $5,569-8.4% | $6,342-19.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |