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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 | $213,960 | $184,000+16.3% | $162,185+31.9% | $152,909+39.9% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.6%-23.9pp | 82.5%-18.8pp |
| Annual return | 26.82% | 150.80%-124.0pp | 115.61%-88.8pp | 345.46%-318.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13,404 | $8,033+66.9% | $7,297+83.7% | $5,851+129.1% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |