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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 | $176,474 | $84,697+108.4% | $73,845+139.0% | $125,393+40.7% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.4%-48.4pp | 83.2%-58.2pp |
| Annual return | 2554.29% | 3123.66%-569.4pp | 2267.91%+286.4pp | 282.23%+2272.1pp |
| Employer contribution / active EE | $1,875 | $3,123-40.0% | $2,788-32.7% | $4,866-61.5% |
| Participant deferral / active EE | $2,250 | $3,993-43.6% | $3,583-37.2% | $5,351-58.0% |
| Admin fee / account holder | $0 | $5,692-100.0% | $4,881-100.0% | $9,541-100.0% |