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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 | $242,335 | $165,939+46.0% | $122,354+98.1% | $147,586+64.2% |
| Participation rate | 0.0% | 79.6%-79.6pp | 71.6%-71.6pp | 82.8%-82.8pp |
| Annual return | 25.36% | 34.56%-9.2pp | 30.28%-4.9pp | 578.59%-553.2pp |
| Employer contribution / active EE | $3,510 | $5,754-39.0% | $4,051-13.4% | $4,876-28.0% |
| Participant deferral / active EE | $23,000 | $4,005+474.2% | $3,287+599.7% | $5,439+322.9% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |