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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 | $205,583 | $209,874-2.0% | $189,537+8.5% | $167,536+22.7% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 1174.74% | 748.61%+426.1pp | 555.34%+619.4pp | 478.82%+695.9pp |
| Employer contribution / active EE | $3,692 | $6,913-46.6% | $6,161-40.1% | $4,839-23.7% |
| Participant deferral / active EE | $4,985 | $8,934-44.2% | $8,220-39.4% | $6,342-21.4% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |