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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 | $51,917 | $202,345-74.3% | $172,755-69.9% | $152,885-66.0% |
| Participation rate | 11.1% | 87.1%-75.9pp | 82.6%-71.5pp | 82.5%-71.3pp |
| Annual return | 25.19% | 1029.77%-1004.6pp | 802.94%-777.8pp | 345.39%-320.2pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |