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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 | $248,502 | $175,257+41.8% | $149,717+66.0% | $139,456+78.2% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 14.73% | 166.70%-152.0pp | 134.41%-119.7pp | 373.45%-358.7pp |
| Employer contribution / active EE | $3,085 | $5,477-43.7% | $4,820-36.0% | $4,753-35.1% |
| Participant deferral / active EE | $5,300 | $6,521-18.7% | $5,682-6.7% | $6,711-21.0% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |