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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 | $134,817+38.3% | $123,973+50.4% | $155,188+20.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 19.06% | 515.49%-496.4pp | 388.13%-369.1pp | 148.84%-129.8pp |
| Employer contribution / active EE | $11,452 | $4,425+158.8% | $4,126+177.6% | $4,248+169.6% |
| Participant deferral / active EE | $3,979 | $5,706-30.3% | $5,247-24.2% | $6,531-39.1% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |