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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 | $88,778+75.6% | $81,844+90.5% | $145,884+6.9% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 12.12% | 1033.03%-1020.9pp | 778.87%-766.7pp | 551.85%-539.7pp |
| Employer contribution / active EE | $14,500 | $3,087+369.7% | $2,916+397.2% | $4,662+211.0% |
| Participant deferral / active EE | $10,000 | $4,648+115.1% | $4,323+131.3% | $6,690+49.5% |
| Admin fee / account holder | $264 | $8,430-96.9% | $7,355-96.4% | $13,392-98.0% |