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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 | $203,542 | $169,336+20.2% | $129,384+57.3% | $145,884+39.5% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 16.08% | 14408.70%-14392.6pp | 9461.77%-9445.7pp | 551.85%-535.8pp |
| Employer contribution / active EE | $7,667 | $5,540+38.4% | $4,153+84.6% | $4,662+64.4% |
| Participant deferral / active EE | $7,667 | $4,985+53.8% | $4,166+84.0% | $6,690+14.6% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |