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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 | $201,384 | $165,381+21.8% | $149,730+34.5% | $158,966+26.7% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 41.27% | 348.29%-307.0pp | 276.70%-235.4pp | 302.95%-261.7pp |
| Employer contribution / active EE | $2,284 | $5,104-55.2% | $4,645-50.8% | $4,762-52.0% |
| Participant deferral / active EE | $3,967 | $7,182-44.8% | $6,843-42.0% | $5,983-33.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |