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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 | $158,551 | $209,428-24.3% | $178,498-11.2% | $158,950-0.3% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 11.33% | 188.78%-177.5pp | 151.09%-139.8pp | 302.91%-291.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+63.0% |
| Admin fee / account holder | $250 | $17,077-98.5% | $13,985-98.2% | $11,248-97.8% |