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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 | $194,622 | $138,102+40.9% | $125,381+55.2% | $134,532+44.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 221.54% | 750.73%-529.2pp | 572.31%-350.8pp | 418.27%-196.7pp |
| Employer contribution / active EE | $7,457 | $5,245+42.2% | $4,815+54.9% | $4,741+57.3% |
| Participant deferral / active EE | $13,667 | $7,801+75.2% | $7,448+83.5% | $6,401+113.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |