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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 | $149,728 | $165,361-9.5% | $149,7150% | $158,950-5.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 21.80% | 348.24%-326.4pp | 276.66%-254.9pp | 302.91%-281.1pp |
| Employer contribution / active EE | $19,262 | $5,103+277.4% | $4,645+314.7% | $4,762+304.5% |
| Participant deferral / active EE | $12,956 | $7,182+80.4% | $6,842+89.4% | $5,983+116.5% |
| Admin fee / account holder | $170 | $10,808-98.4% | $9,310-98.2% | $11,248-98.5% |