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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 | $93,944 | $68,097+38.0% | $62,929+49.3% | $137,256-31.6% |
| Participation rate | 0.0% | 77.4%-77.4pp | 73.1%-73.1pp | 80.0%-80.0pp |
| Annual return | 14.90% | 1859.11%-1844.2pp | 1063.93%-1049.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,824 | $2,811+36.0% | $2,505+52.7% | $4,156-8.0% |
| Participant deferral / active EE | $11,993 | $4,553+163.4% | $3,888+208.4% | $6,407+87.2% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |