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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 | $189,029 | $106,905+76.8% | $84,020+125.0% | $152,885+23.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 25.64% | 105.00%-79.4pp | 71.31%-45.7pp | 345.39%-319.8pp |
| Employer contribution / active EE | $23,000 | $2,735+741.1% | $1,984+1059.6% | $4,763+382.9% |
| Participant deferral / active EE | $7,000 | $4,012+74.5% | $3,239+116.1% | $5,851+19.6% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |