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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 | $199,525 | $176,688+12.9% | $130,660+52.7% | $152,885+30.5% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.5%-32.5pp |
| Annual return | 10.28% | 2693.08%-2682.8pp | 1709.29%-1699.0pp | 345.39%-335.1pp |
| Employer contribution / active EE | $3,662 | $5,743-36.2% | $4,092-10.5% | $4,763-23.1% |
| Participant deferral / active EE | $7,277 | $4,362+66.8% | $3,603+102.0% | $5,851+24.4% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,598-100.0% |