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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 | $212,482 | $102,696+106.9% | $86,235+146.4% | $139,487+52.3% |
| Participation rate | 69.2% | 74.5%-5.3pp | 69.0%+0.3pp | 80.3%-11.1pp |
| Annual return | 29.10% | 1925.91%-1896.8pp | 1170.03%-1140.9pp | 373.84%-344.7pp |
| Employer contribution / active EE | $4,009 | $3,034+32.1% | $2,381+68.4% | $4,755-15.7% |
| Participant deferral / active EE | $7,135 | $4,679+52.5% | $3,987+79.0% | $6,713+6.3% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |