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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 | $198,521 | $175,257+13.3% | $149,717+32.6% | $139,456+42.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 53.20% | 166.70%-113.5pp | 134.41%-81.2pp | 373.45%-320.2pp |
| Employer contribution / active EE | $2,588 | $5,477-52.8% | $4,820-46.3% | $4,753-45.6% |
| Participant deferral / active EE | $13,125 | $6,521+101.3% | $5,682+131.0% | $6,711+95.6% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |