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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 | $52,393 | $150,446-65.2% | $136,297-61.6% | $147,585-64.5% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 119.02% | 1049.14%-930.1pp | 5156.19%-5037.2pp | 578.58%-459.6pp |
| Employer contribution / active EE | $2,809 | $5,256-46.6% | $4,696-40.2% | $4,876-42.4% |
| Participant deferral / active EE | $6,422 | $6,631-3.1% | $6,247+2.8% | $5,439+18.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |