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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 | $139,875 | $156,927-10.9% | $121,169+15.4% | $139,456+0.3% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 16.17% | 1475.85%-1459.7pp | 986.71%-970.5pp | 373.45%-357.3pp |
| Employer contribution / active EE | $23,255 | $5,542+319.6% | $4,168+457.9% | $4,753+389.3% |
| Participant deferral / active EE | $11,250 | $4,848+132.0% | $4,083+175.6% | $6,711+67.6% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |