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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 | $107,073 | $202,345-47.1% | $172,755-38.0% | $152,885-30.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 17.33% | 1029.77%-1012.4pp | 802.94%-785.6pp | 345.39%-328.1pp |
| Employer contribution / active EE | $5,000 | $5,858-14.6% | $5,144-2.8% | $4,763+5.0% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.8% | $5,851+8.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |