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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 | $202,803 | $150,447+34.8% | $136,298+48.8% | $147,586+37.4% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 27.52% | 1049.15%-1021.6pp | 5156.27%-5128.7pp | 578.59%-551.1pp |
| Employer contribution / active EE | $13,668 | $5,256+160.0% | $4,696+191.1% | $4,876+180.3% |
| Participant deferral / active EE | $5,109 | $6,631-23.0% | $6,247-18.2% | $5,439-6.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |