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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 | $172,348 | $209,422-17.7% | $178,503-3.4% | $158,982+8.4% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 10.79% | 188.81%-178.0pp | 151.12%-140.3pp | 302.99%-292.2pp |
| Employer contribution / active EE | $2,200 | $5,707-61.5% | $5,011-56.1% | $4,763-53.8% |
| Participant deferral / active EE | $13,000 | $5,955+118.3% | $5,202+149.9% | $5,983+117.3% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |