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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 | $153,664 | $175,231-12.3% | $149,696+2.7% | $139,466+10.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 19.34% | 166.77%-147.4pp | 134.46%-115.1pp | 373.66%-354.3pp |
| Employer contribution / active EE | $3,580 | $5,478-34.6% | $4,821-25.7% | $4,754-24.7% |
| Participant deferral / active EE | $4,475 | $6,521-31.4% | $5,682-21.2% | $6,712-33.3% |
| Admin fee / account holder | $25 | $16,155-99.8% | $13,212-99.8% | $11,409-99.8% |