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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 | $183,539+26.6% | $155,556+49.4% | $145,897+59.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 209.46% | 61.31%+148.2pp | 64.84%+144.6pp | 552.29%-342.8pp |
| Employer contribution / active EE | $8,340 | $5,315+56.9% | $4,675+78.4% | $4,663+78.9% |
| Participant deferral / active EE | $15,333 | $6,467+137.1% | $5,631+172.3% | $6,689+129.2% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |