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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 | $153,644 | $96,643+59.0% | $86,617+77.4% | $139,456+10.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 32.76% | 106.57%-73.8pp | 591.91%-559.2pp | 373.45%-340.7pp |
| Employer contribution / active EE | $11,795 | $3,264+261.3% | $3,023+290.1% | $4,753+148.2% |
| Participant deferral / active EE | $15,000 | $4,835+210.2% | $4,437+238.1% | $6,711+123.5% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |