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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 | $157,050 | $209,422-25.0% | $178,503-12.0% | $158,982-1.2% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 23.57% | 188.81%-165.2pp | 151.12%-127.5pp | 302.99%-279.4pp |
| Employer contribution / active EE | $13,249 | $5,707+132.2% | $5,011+164.4% | $4,763+178.2% |
| Participant deferral / active EE | $9,217 | $5,955+54.8% | $5,202+77.2% | $5,983+54.0% |
| Admin fee / account holder | $228 | $17,079-98.7% | $13,987-98.4% | $11,252-98.0% |