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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 | $185,495 | $134,817+37.6% | $123,973+49.6% | $155,188+19.5% |
| Participation rate | 45.8% | 79.4%-33.6pp | 76.7%-30.8pp | 80.8%-35.0pp |
| Annual return | 18.00% | 515.49%-497.5pp | 388.13%-370.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $2,387 | $4,425-46.1% | $4,126-42.2% | $4,248-43.8% |
| Participant deferral / active EE | $5,229 | $5,706-8.4% | $5,247-0.3% | $6,531-19.9% |
| Admin fee / account holder | $10 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |