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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 | $91,695 | $171,867-46.6% | $149,721-38.8% | $147,586-37.9% |
| Participation rate | 64.7% | 88.2%-23.5pp | 87.1%-22.4pp | 82.8%-18.1pp |
| Annual return | 44.75% | 2113.36%-2068.6pp | 1501.67%-1456.9pp | 578.59%-533.8pp |
| Employer contribution / active EE | $4,442 | $6,275-29.2% | $5,444-18.4% | $4,876-8.9% |
| Participant deferral / active EE | $8,884 | $7,270+22.2% | $6,568+35.3% | $5,439+63.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |