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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 | $240,183 | $202,440+18.6% | $169,390+41.8% | $139,466+72.2% |
| Participation rate | 33.3% | 81.1%-47.8pp | 77.2%-43.8pp | 80.3%-47.0pp |
| Annual return | 20.57% | 532.36%-511.8pp | 406.07%-385.5pp | 373.66%-353.1pp |
| Employer contribution / active EE | $1,920 | $4,693-59.1% | $4,013-52.2% | $4,754-59.6% |
| Participant deferral / active EE | $7,500 | $6,940+8.1% | $6,222+20.5% | $6,712+11.7% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |