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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 | $235,345 | $217,427+8.2% | $185,837+26.6% | $167,518+40.5% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 56.85% | 148.39%-91.5pp | 122.08%-65.2pp | 478.71%-421.9pp |
| Employer contribution / active EE | $1,250 | $5,874-78.7% | $5,168-75.8% | $4,838-74.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |