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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 | $162,975 | $144,130+13.1% | $117,861+38.3% | $147,586+10.4% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 16.02% | 531.20%-515.2pp | 335.11%-319.1pp | 578.59%-562.6pp |
| Employer contribution / active EE | $10,465 | $4,897+113.7% | $3,786+176.4% | $4,876+114.6% |
| Participant deferral / active EE | $6,415 | $5,316+20.7% | $4,482+43.1% | $5,439+18.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |