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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 | $210,848 | $108,695+94.0% | $74,722+182.2% | $152,897+37.9% |
| Participation rate | 25.0% | 65.4%-40.4pp | 54.5%-29.5pp | 82.5%-57.5pp |
| Annual return | 35.62% | 114.11%-78.5pp | 753.11%-717.5pp | 345.43%-309.8pp |
| Employer contribution / active EE | $8,500 | $1,504+465.1% | $1,084+684.0% | $4,764+78.4% |
| Participant deferral / active EE | $4,500 | $2,712+65.9% | $1,963+129.2% | $5,851-23.1% |
| Admin fee / account holder | $175 | $4,906-96.4% | $3,335-94.8% | $11,599-98.5% |