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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 | $185,074 | $112,933+63.9% | $90,970+103.4% | $158,982+16.4% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 274.55% | 215.82%+58.7pp | 134.60%+140.0pp | 302.99%-28.4pp |
| Employer contribution / active EE | $1,300 | $2,893-55.1% | $2,122-38.7% | $4,763-72.7% |
| Participant deferral / active EE | $1,300 | $4,128-68.5% | $3,373-61.5% | $5,983-78.3% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |