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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 | $240,829 | $107,368+124.3% | $92,915+159.2% | $152,909+57.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 19.57% | 145.64%-126.1pp | 109.45%-89.9pp | 345.46%-325.9pp |
| Employer contribution / active EE | $13,108 | $4,222+210.4% | $3,653+258.8% | $4,764+175.2% |
| Participant deferral / active EE | $12,500 | $4,848+157.8% | $4,238+194.9% | $5,851+113.6% |
| Admin fee / account holder | $20 | $7,082-99.7% | $5,796-99.7% | $11,601-99.8% |