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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 | $247,142 | $183,516+34.7% | $155,534+58.9% | $145,884+69.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 25.50% | 61.43%-35.9pp | 64.92%-39.4pp | 551.85%-526.3pp |
| Employer contribution / active EE | $10,179 | $5,315+91.5% | $4,675+117.7% | $4,662+118.3% |
| Participant deferral / active EE | $19,983 | $6,467+209.0% | $5,630+254.9% | $6,690+198.7% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |