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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 | $232,372 | $183,592+26.6% | $155,574+49.4% | $145,877+59.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 209.46% | 61.37%+148.1pp | 64.87%+144.6pp | 551.28%-341.8pp |
| Employer contribution / active EE | $8,340 | $5,317+56.9% | $4,676+78.4% | $4,663+78.9% |
| Participant deferral / active EE | $15,333 | $6,466+137.1% | $5,629+172.4% | $6,691+129.2% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |