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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 | $90,201 | $150,447-40.0% | $136,298-33.8% | $147,586-38.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 20.10% | 1049.15%-1029.1pp | 5156.27%-5136.2pp | 578.59%-558.5pp |
| Employer contribution / active EE | $2,448 | $5,256-53.4% | $4,696-47.9% | $4,876-49.8% |
| Participant deferral / active EE | $7,777 | $6,631+17.3% | $6,247+24.5% | $5,439+43.0% |
| Admin fee / account holder | $22 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |