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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 | $224,725 | $217,432+3.4% | $185,851+20.9% | $167,553+34.1% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 19.73% | 148.43%-128.7pp | 122.11%-102.4pp | 478.89%-459.2pp |
| Employer contribution / active EE | $2,233 | $5,874-62.0% | $5,168-56.8% | $4,840-53.9% |
| Participant deferral / active EE | $6,458 | $6,357+1.6% | $5,569+16.0% | $6,343+1.8% |
| Admin fee / account holder | $175 | $19,820-99.1% | $16,245-98.9% | $12,316-98.6% |