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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 | $147,328 | $100,938+46.0% | $90,461+62.9% | $158,982-7.3% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 12.57% | 1727.20%-1714.6pp | 1294.76%-1282.2pp | 302.99%-290.4pp |
| Employer contribution / active EE | $5,173 | $3,691+40.1% | $3,264+58.5% | $4,763+8.6% |
| Participant deferral / active EE | $13,800 | $4,350+217.3% | $3,964+248.1% | $5,983+130.6% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |