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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 | $194,908 | $152,612+27.7% | $125,192+55.7% | $152,897+27.5% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 30.23% | 54.85%-24.6pp | 43.79%-13.6pp | 345.43%-315.2pp |
| Employer contribution / active EE | $24,667 | $4,947+398.6% | $3,866+538.0% | $4,764+417.8% |
| Participant deferral / active EE | $14,667 | $5,868+149.9% | $4,937+197.1% | $5,851+150.7% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |