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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 | $115,567 | $171,867-32.8% | $149,721-22.8% | $147,586-21.7% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 26.00% | 2113.36%-2087.4pp | 1501.67%-1475.7pp | 578.59%-552.6pp |
| Employer contribution / active EE | $1,438 | $6,275-77.1% | $5,444-73.6% | $4,876-70.5% |
| Participant deferral / active EE | $7,536 | $7,270+3.7% | $6,568+14.7% | $5,439+38.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |