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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 | $202,323 | $157,296+28.6% | $141,191+43.3% | $152,897+32.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 19.65% | 64.34%-44.7pp | 71.41%-51.8pp | 345.43%-325.8pp |
| Employer contribution / active EE | $18,500 | $5,262+251.6% | $4,736+290.6% | $4,764+288.4% |
| Participant deferral / active EE | $9,500 | $7,111+33.6% | $6,710+41.6% | $5,851+62.4% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |