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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 | $159,536 | $109,411+45.8% | $89,435+78.4% | $158,982+0.3% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 19.60% | 345.68%-326.1pp | 245.55%-226.0pp | 302.99%-283.4pp |
| Employer contribution / active EE | $2,287 | $3,173-27.9% | $2,587-11.6% | $4,763-52.0% |
| Participant deferral / active EE | $6,750 | $4,600+46.7% | $3,890+73.5% | $5,983+12.8% |
| Admin fee / account holder | $28 | $6,159-99.6% | $4,884-99.4% | $11,252-99.8% |