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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 | $184,749 | $150,445+22.8% | $136,297+35.5% | $147,585+25.2% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 641.44% | 1049.14%-407.7pp | 5156.16%-4514.7pp | 578.57%+62.9pp |
| Employer contribution / active EE | $953 | $5,256-81.9% | $4,696-79.7% | $4,876-80.4% |
| Participant deferral / active EE | $6,000 | $6,631-9.5% | $6,247-4.0% | $5,439+10.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |