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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 | $153,434 | $150,445+2.0% | $136,297+12.6% | $147,585+4.0% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 15.29% | 1049.14%-1033.8pp | 5156.16%-5140.9pp | 578.57%-563.3pp |
| Employer contribution / active EE | $11,437 | $5,256+117.6% | $4,696+143.6% | $4,876+134.5% |
| Participant deferral / active EE | $4,517 | $6,631-31.9% | $6,247-27.7% | $5,439-17.0% |
| Admin fee / account holder | $23 | $10,906-99.8% | $9,244-99.8% | $10,885-99.8% |