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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 | $171,584 | $150,447+14.0% | $136,298+25.9% | $147,586+16.3% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 16.45% | 1049.15%-1032.7pp | 5156.27%-5139.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $2,513 | $5,256-52.2% | $4,696-46.5% | $4,876-48.5% |
| Participant deferral / active EE | $4,215 | $6,631-36.4% | $6,247-32.5% | $5,439-22.5% |
| Admin fee / account holder | $100 | $10,906-99.1% | $9,244-98.9% | $10,886-99.1% |