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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 | $216,288 | $185,312+16.7% | $161,489+33.9% | $154,746+39.8% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 17.85% | 103.84%-86.0pp | 89.72%-71.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $4,000 | $4,769-16.1% | $4,268-6.3% | $4,379-8.7% |
| Participant deferral / active EE | $23,500 | $6,350+270.1% | $5,630+317.4% | $6,730+249.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |