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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 | $112,994 | $115,814-2.4% | $101,275+11.6% | $158,982-28.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 263.64% | 56.16%+207.5pp | 46.48%+217.2pp | 302.99%-39.3pp |
| Employer contribution / active EE | $17,573 | $4,176+320.8% | $3,660+380.1% | $4,763+269.0% |
| Participant deferral / active EE | $20,362 | $4,958+310.7% | $4,371+365.9% | $5,983+240.3% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |