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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 | $81,142 | $209,422-61.3% | $178,503-54.5% | $158,982-49.0% |
| Participation rate | 63.6% | 86.4%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 18.12% | 188.81%-170.7pp | 151.12%-133.0pp | 302.99%-284.9pp |
| Employer contribution / active EE | $12,607 | $5,707+120.9% | $5,011+151.6% | $4,763+164.7% |
| Participant deferral / active EE | $8,091 | $5,955+35.9% | $5,202+55.5% | $5,983+35.2% |
| Admin fee / account holder | $168 | $17,079-99.0% | $13,987-98.8% | $11,252-98.5% |