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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 | $185,941 | $109,872+69.2% | $98,483+88.8% | $167,536+11.0% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 15.95% | 1959.31%-1943.4pp | 1494.38%-1478.4pp | 478.82%-462.9pp |
| Employer contribution / active EE | $5,220 | $3,225+61.9% | $2,961+76.3% | $4,839+7.9% |
| Participant deferral / active EE | $13,355 | $4,673+185.8% | $4,276+212.3% | $6,342+110.6% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |