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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 | $209,156 | $156,927+33.3% | $121,169+72.6% | $139,456+50.0% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 32.35% | 1475.85%-1443.5pp | 986.71%-954.4pp | 373.45%-341.1pp |
| Employer contribution / active EE | $866 | $5,542-84.4% | $4,168-79.2% | $4,753-81.8% |
| Participant deferral / active EE | $3,996 | $4,848-17.6% | $4,083-2.1% | $6,711-40.5% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |