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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 | $158,398 | $176,688-10.4% | $130,660+21.2% | $152,885+3.6% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.5%-32.5pp |
| Annual return | 21.62% | 2693.08%-2671.5pp | 1709.29%-1687.7pp | 345.39%-323.8pp |
| Employer contribution / active EE | $18,500 | $5,743+222.1% | $4,092+352.1% | $4,763+288.4% |
| Participant deferral / active EE | $9,500 | $4,362+117.8% | $3,603+163.7% | $5,851+62.4% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,598-100.0% |