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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 | $184,852 | $148,623+24.4% | $135,974+35.9% | $139,466+32.5% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 237.58% | 79.30%+158.3pp | 68.30%+169.3pp | 373.66%-136.1pp |
| Employer contribution / active EE | $1,347 | $5,246-74.3% | $4,859-72.3% | $4,754-71.7% |
| Participant deferral / active EE | $8,753 | $8,103+8.0% | $7,760+12.8% | $6,712+30.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |