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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 | $151,261 | $150,447+0.5% | $136,298+11.0% | $147,586+2.5% |
| Participation rate | 47.1% | 84.4%-37.4pp | 81.9%-34.9pp | 82.8%-35.8pp |
| Annual return | 12.18% | 1049.15%-1037.0pp | 5156.27%-5144.1pp | 578.59%-566.4pp |
| Employer contribution / active EE | $7,292 | $5,256+38.7% | $4,696+55.3% | $4,876+49.5% |
| Participant deferral / active EE | $5,703 | $6,631-14.0% | $6,247-8.7% | $5,439+4.9% |
| Admin fee / account holder | $84 | $10,906-99.2% | $9,244-99.1% | $10,886-99.2% |