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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 | $155,311 | $150,446+3.2% | $136,297+13.9% | $147,585+5.2% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 13.42% | 1049.14%-1035.7pp | 5156.19%-5142.8pp | 578.58%-565.2pp |
| Employer contribution / active EE | $1,832 | $5,256-65.1% | $4,696-61.0% | $4,876-62.4% |
| Participant deferral / active EE | $6,493 | $6,631-2.1% | $6,247+3.9% | $5,439+19.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |