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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 | $244,781 | $100,938+142.5% | $90,461+170.6% | $158,982+54.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 10.89% | 1727.20%-1716.3pp | 1294.76%-1283.9pp | 302.99%-292.1pp |
| Employer contribution / active EE | $4,195 | $3,691+13.6% | $3,264+28.5% | $4,763-11.9% |
| Participant deferral / active EE | $8,667 | $4,350+99.3% | $3,964+118.6% | $5,983+44.8% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |