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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 | $183,539+16.2% | $155,556+37.1% | $145,897+46.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 55.84% | 61.31%-5.5pp | 64.84%-9.0pp | 552.29%-496.5pp |
| Employer contribution / active EE | $3,000 | $5,315-43.6% | $4,675-35.8% | $4,663-35.7% |
| Participant deferral / active EE | $11,248 | $6,467+73.9% | $5,631+99.8% | $6,689+68.1% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |