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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 | $128,119 | $202,342-36.7% | $172,753-25.8% | $152,909-16.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 24.36% | 1029.88%-1005.5pp | 803.00%-778.6pp | 345.46%-321.1pp |
| Employer contribution / active EE | $1,800 | $5,857-69.3% | $5,144-65.0% | $4,764-62.2% |
| Participant deferral / active EE | $12,500 | $5,948+110.2% | $5,198+140.5% | $5,851+113.6% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |