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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 | $55,224 | $150,447-63.3% | $136,298-59.5% | $147,586-62.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 24.91% | 1049.15%-1024.2pp | 5156.27%-5131.4pp | 578.59%-553.7pp |
| Employer contribution / active EE | $4,031 | $5,256-23.3% | $4,696-14.2% | $4,876-17.3% |
| Participant deferral / active EE | $9,000 | $6,631+35.7% | $6,247+44.1% | $5,439+65.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |