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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 | $148,731 | $150,447-1.1% | $136,298+9.1% | $147,586+0.8% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 19.26% | 1049.15%-1029.9pp | 5156.27%-5137.0pp | 578.59%-559.3pp |
| Employer contribution / active EE | $1,100 | $5,256-79.1% | $4,696-76.6% | $4,876-77.4% |
| Participant deferral / active EE | $12,000 | $6,631+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $25 | $10,906-99.8% | $9,244-99.7% | $10,886-99.8% |