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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 | $155,918 | $88,702+75.8% | $81,780+90.7% | $145,978+6.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 12.12% | 1029.12%-1017.0pp | 776.27%-764.1pp | 550.52%-538.4pp |
| Employer contribution / active EE | $14,500 | $3,084+370.1% | $2,914+397.6% | $4,662+211.0% |
| Participant deferral / active EE | $10,000 | $4,645+115.3% | $4,321+131.4% | $6,690+49.5% |
| Admin fee / account holder | $264 | $8,414-96.9% | $7,384-96.4% | $13,400-98.0% |