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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 | $213,197 | $183,592+16.1% | $155,567+37.0% | $145,959+46.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 55.84% | 61.24%-5.4pp | 64.74%-8.9pp | 561.95%-506.1pp |
| Employer contribution / active EE | $3,000 | $5,315-43.6% | $4,674-35.8% | $4,661-35.6% |
| Participant deferral / active EE | $11,248 | $6,464+74.0% | $5,628+99.9% | $6,689+68.2% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |