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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 | $61,001 | $150,447-59.5% | $136,298-55.2% | $147,586-58.7% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 27.75% | 1049.15%-1021.4pp | 5156.27%-5128.5pp | 578.59%-550.8pp |
| Employer contribution / active EE | $7,916 | $5,256+50.6% | $4,696+68.6% | $4,876+62.3% |
| Participant deferral / active EE | $6,194 | $6,631-6.6% | $6,247-0.8% | $5,439+13.9% |
| Admin fee / account holder | $62 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |