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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 | $208,146 | $156,963+32.6% | $121,204+71.7% | $139,466+49.2% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | 20.15% | 1476.75%-1456.6pp | 987.18%-967.0pp | 373.66%-353.5pp |
| Employer contribution / active EE | $5,400 | $5,544-2.6% | $4,170+29.5% | $4,754+13.6% |
| Participant deferral / active EE | $520 | $4,848-89.3% | $4,083-87.3% | $6,712-92.3% |
| Admin fee / account holder | $20 | $6,953-99.7% | $5,651-99.6% | $11,409-99.8% |