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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 | $116,209 | $99,031+17.3% | $86,597+34.2% | $147,585-21.3% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 16.41% | 1312.56%-1296.1pp | 964.96%-948.5pp | 578.57%-562.2pp |
| Employer contribution / active EE | $12,000 | $3,132+283.1% | $2,840+322.6% | $4,876+146.1% |
| Participant deferral / active EE | $2,262 | $3,972-43.0% | $3,609-37.3% | $5,439-58.4% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |