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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 | $239,444 | $198,457+20.7% | $170,435+40.5% | $147,586+62.2% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 19.51% | 257.30%-237.8pp | 205.94%-186.4pp | 578.59%-559.1pp |
| Employer contribution / active EE | $2,040 | $6,183-67.0% | $5,432-62.5% | $4,876-58.2% |
| Participant deferral / active EE | $6,251 | $5,629+11.0% | $4,939+26.5% | $5,439+14.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |