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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 | $214,036 | $157,276+36.1% | $141,177+51.6% | $152,885+40.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $64,992 | $5,262+1135.2% | $4,736+1272.4% | $4,763+1264.5% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |