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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 | $232,443 | $209,422+11.0% | $178,503+30.2% | $158,982+46.2% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 26.92% | 188.81%-161.9pp | 151.12%-124.2pp | 302.99%-276.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,862 | $5,955-35.2% | $5,202-25.8% | $5,983-35.5% |
| Admin fee / account holder | $25 | $17,079-99.9% | $13,987-99.8% | $11,252-99.8% |