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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 | $206,496 | $135,954+51.9% | $123,893+66.7% | $273,968-24.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 478.88% | 56.63%+422.3pp | 47.52%+431.4pp | 41.45%+437.4pp |
| Employer contribution / active EE | $5,300 | $5,170+2.5% | $4,617+14.8% | $4,869+8.9% |
| Participant deferral / active EE | $15,333 | $6,343+141.8% | $5,984+156.2% | $5,287+190.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |