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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 | $214,312 | $88,815+141.3% | $81,882+161.7% | $145,897+46.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 13.63% | 1033.75%-1020.1pp | 779.47%-765.8pp | 552.29%-538.7pp |
| Employer contribution / active EE | $3,545 | $3,086+14.9% | $2,916+21.6% | $4,663-24.0% |
| Participant deferral / active EE | $3,093 | $4,647-33.5% | $4,323-28.5% | $6,689-53.8% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |