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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 | $231,355 | $84,464+173.9% | $61,399+276.8% | $134,509+72.0% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | 241.49% | 585.06%-343.6pp | 338.81%-97.3pp | 418.13%-176.6pp |
| Employer contribution / active EE | $1,950 | $1,545+26.2% | $1,159+68.2% | $4,741-58.9% |
| Participant deferral / active EE | $9,250 | $2,818+228.2% | $2,124+335.4% | $6,400+44.5% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,427-100.0% |