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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 | $159,718 | $99,011+61.3% | $86,582+84.5% | $147,586+8.2% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 24.09% | 1312.75%-1288.7pp | 965.08%-941.0pp | 578.59%-554.5pp |
| Employer contribution / active EE | $8,133 | $3,132+159.7% | $2,839+186.4% | $4,876+66.8% |
| Participant deferral / active EE | $11,914 | $3,972+199.9% | $3,609+230.2% | $5,439+119.1% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |