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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 | $197,623 | $175,257+12.8% | $149,717+32.0% | $139,456+41.7% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 15.32% | 166.70%-151.4pp | 134.41%-119.1pp | 373.45%-358.1pp |
| Employer contribution / active EE | $10,864 | $5,477+98.4% | $4,820+125.4% | $4,753+128.6% |
| Participant deferral / active EE | $9,689 | $6,521+48.6% | $5,682+70.5% | $6,711+44.4% |
| Admin fee / account holder | $220 | $16,156-98.6% | $13,213-98.3% | $11,407-98.1% |