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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 | $214,695 | $109,411+96.2% | $89,435+140.1% | $158,982+35.0% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 115.63% | 345.68%-230.0pp | 245.55%-129.9pp | 302.99%-187.4pp |
| Employer contribution / active EE | $1,872 | $3,173-41.0% | $2,587-27.6% | $4,763-60.7% |
| Participant deferral / active EE | $4,154 | $4,600-9.7% | $3,890+6.8% | $5,983-30.6% |
| Admin fee / account holder | $6 | $6,159-99.9% | $4,884-99.9% | $11,252-99.9% |