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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 | $101,998 | $150,447-32.2% | $136,298-25.2% | $147,586-30.9% |
| Participation rate | 41.7% | 84.4%-42.8pp | 81.9%-40.3pp | 82.8%-41.2pp |
| Annual return | 18.43% | 1049.15%-1030.7pp | 5156.27%-5137.8pp | 578.59%-560.2pp |
| Employer contribution / active EE | $4,615 | $5,256-12.2% | $4,696-1.7% | $4,876-5.4% |
| Participant deferral / active EE | $13,057 | $6,631+96.9% | $6,247+109.0% | $5,439+140.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |