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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 | $171,203 | $202,342-15.4% | $172,753-0.9% | $152,909+12.0% |
| Participation rate | 58.8% | 87.1%-28.2pp | 82.6%-23.8pp | 82.5%-23.6pp |
| Annual return | 21.81% | 1029.88%-1008.1pp | 803.00%-781.2pp | 345.46%-323.7pp |
| Employer contribution / active EE | $2,213 | $5,857-62.2% | $5,144-57.0% | $4,764-53.6% |
| Participant deferral / active EE | $6,488 | $5,948+9.1% | $5,198+24.8% | $5,851+10.9% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |