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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 | $73,980 | $150,446-50.8% | $136,297-45.7% | $147,585-49.9% |
| Participation rate | 68.4% | 84.4%-16.0pp | 81.9%-13.5pp | 82.8%-14.4pp |
| Annual return | 16.02% | 1049.14%-1033.1pp | 5156.19%-5140.2pp | 578.58%-562.6pp |
| Employer contribution / active EE | $6,889 | $5,256+31.1% | $4,696+46.7% | $4,876+41.3% |
| Participant deferral / active EE | $5,327 | $6,631-19.7% | $6,247-14.7% | $5,439-2.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |