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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 | $190,003 | $114,073+66.6% | $96,161+97.6% | $167,518+13.4% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 9.97% | 189.95%-180.0pp | 192.01%-182.0pp | 478.71%-468.7pp |
| Employer contribution / active EE | $2,545 | $3,428-25.8% | $2,798-9.0% | $4,838-47.4% |
| Participant deferral / active EE | $9,100 | $5,195+75.2% | $4,349+109.2% | $6,342+43.5% |
| Admin fee / account holder | $33 | $6,899-99.5% | $5,538-99.4% | $12,312-99.7% |