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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 | $152,332 | $150,446+1.3% | $136,297+11.8% | $147,585+3.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 17.22% | 1049.14%-1031.9pp | 5156.19%-5139.0pp | 578.58%-561.4pp |
| Employer contribution / active EE | $2,742 | $5,256-47.8% | $4,696-41.6% | $4,876-43.8% |
| Participant deferral / active EE | $8,450 | $6,631+27.4% | $6,247+35.3% | $5,439+55.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |