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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 | $37,830 | $171,867-78.0% | $149,718-74.7% | $147,585-74.4% |
| Participation rate | 62.5% | 88.2%-25.7pp | 87.1%-24.6pp | 82.8%-20.3pp |
| Annual return | 58.91% | 2113.36%-2054.5pp | 1501.70%-1442.8pp | 578.57%-519.7pp |
| Employer contribution / active EE | $3,904 | $6,275-37.8% | $5,444-28.3% | $4,876-19.9% |
| Participant deferral / active EE | $6,132 | $7,270-15.7% | $6,568-6.6% | $5,439+12.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |