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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 | $181,062+19.5% | $158,223+36.7% | $155,188+39.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 17.85% | 57.39%-39.5pp | 52.09%-34.2pp | 148.84%-131.0pp |
| Employer contribution / active EE | $4,000 | $4,565-12.4% | $4,109-2.6% | $4,248-5.8% |
| Participant deferral / active EE | $23,500 | $6,134+283.1% | $5,467+329.9% | $6,531+259.8% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |