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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 | $172,174 | $175,259-1.8% | $149,723+15.0% | $139,487+23.4% |
| Participation rate | 61.1% | 83.4%-22.3pp | 78.8%-17.7pp | 80.3%-19.2pp |
| Annual return | 16.58% | 166.82%-150.2pp | 134.50%-117.9pp | 373.84%-357.3pp |
| Employer contribution / active EE | $11,215 | $5,478+104.7% | $4,821+132.6% | $4,755+135.9% |
| Participant deferral / active EE | $5,972 | $6,522-8.4% | $5,682+5.1% | $6,713-11.0% |
| Admin fee / account holder | $245 | $16,158-98.5% | $13,215-98.1% | $11,407-97.9% |