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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 | $186,448 | $114,119+63.4% | $107,187+73.9% | $138,895+34.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 19.06% | 273.21%-254.1pp | 204.55%-185.5pp | 145.39%-126.3pp |
| Employer contribution / active EE | $11,452 | $4,059+182.2% | $3,782+202.8% | $4,194+173.0% |
| Participant deferral / active EE | $3,979 | $5,538-28.2% | $5,096-21.9% | $6,396-37.8% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |