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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 | $249,992 | $185,883+34.5% | $170,043+47.0% | $139,466+79.2% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 36.95% | 60.54%-23.6pp | 53.40%-16.5pp | 373.66%-336.7pp |
| Employer contribution / active EE | $3,233 | $7,596-57.4% | $6,790-52.4% | $4,754-32.0% |
| Participant deferral / active EE | $9,750 | $11,626-16.1% | $10,410-6.3% | $6,712+45.3% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |