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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 | $91,345 | $150,446-39.3% | $136,297-33.0% | $147,585-38.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 14.94% | 1049.14%-1034.2pp | 5156.19%-5141.3pp | 578.58%-563.6pp |
| Employer contribution / active EE | $2,656 | $5,256-49.5% | $4,696-43.4% | $4,876-45.5% |
| Participant deferral / active EE | $2,217 | $6,631-66.6% | $6,247-64.5% | $5,439-59.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |