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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 | $81,590 | $150,446-45.8% | $136,297-40.1% | $147,585-44.7% |
| Participation rate | 68.8% | 84.4%-15.7pp | 81.9%-13.2pp | 82.8%-14.1pp |
| Annual return | 19.88% | 1049.14%-1029.3pp | 5156.19%-5136.3pp | 578.58%-558.7pp |
| Employer contribution / active EE | $3,365 | $5,256-36.0% | $4,696-28.3% | $4,876-31.0% |
| Participant deferral / active EE | $6,820 | $6,631+2.8% | $6,247+9.2% | $5,439+25.4% |
| Admin fee / account holder | $4 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |