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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 | $210,024 | $90,691+131.6% | $76,119+175.9% | $145,884+44.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 24.54% | 624.52%-600.0pp | 361.25%-336.7pp | 551.85%-527.3pp |
| Employer contribution / active EE | $1,115 | $3,329-66.5% | $2,693-58.6% | $4,662-76.1% |
| Participant deferral / active EE | $24,976 | $5,167+383.3% | $4,259+486.4% | $6,690+273.4% |
| Admin fee / account holder | $168 | $8,383-98.0% | $6,421-97.4% | $13,392-98.7% |