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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 | $201,512 | $160,070+25.9% | $147,117+37.0% | $145,897+38.1% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 54.47% | 98.69%-44.2pp | 420.54%-366.1pp | 552.29%-497.8pp |
| Employer contribution / active EE | $1,624 | $5,285-69.3% | $4,932-67.1% | $4,663-65.2% |
| Participant deferral / active EE | $14,335 | $8,419+70.3% | $8,065+77.7% | $6,689+114.3% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |