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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 | $99,349 | $160,059-37.9% | $140,019-29.0% | $135,380-26.6% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | 91.59% | 911.48%-819.9pp | 651.17%-559.6pp | 519.81%-428.2pp |
| Employer contribution / active EE | $7,489 | $6,420+16.7% | $5,605+33.6% | $4,779+56.7% |
| Participant deferral / active EE | $9,250 | $7,641+21.1% | $6,927+33.5% | $5,609+64.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |