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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 | $244,731 | $175,259+39.6% | $149,723+63.5% | $139,487+75.5% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 23.06% | 166.82%-143.8pp | 134.50%-111.4pp | 373.84%-350.8pp |
| Employer contribution / active EE | $2,178 | $5,478-60.2% | $4,821-54.8% | $4,755-54.2% |
| Participant deferral / active EE | $4,525 | $6,522-30.6% | $5,682-20.4% | $6,713-32.6% |
| Admin fee / account holder | $40 | $16,158-99.8% | $13,215-99.7% | $11,407-99.7% |