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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 | $244,866 | $114,119+114.6% | $107,187+128.4% | $138,895+76.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 18.60% | 273.21%-254.6pp | 204.55%-185.9pp | 145.39%-126.8pp |
| Employer contribution / active EE | $24,193 | $4,059+496.1% | $3,782+539.7% | $4,194+476.8% |
| Participant deferral / active EE | $4,357 | $5,538-21.3% | $5,096-14.5% | $6,396-31.9% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |