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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 | $170,016 | $129,737+31.0% | $119,126+42.7% | $154,746+9.9% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 15.45% | 379.08%-363.6pp | 282.11%-266.7pp | 172.34%-156.9pp |
| Employer contribution / active EE | $7,941 | $4,375+81.5% | $4,034+96.9% | $4,379+81.3% |
| Participant deferral / active EE | $2,691 | $5,842-53.9% | $5,318-49.4% | $6,730-60.0% |
| Admin fee / account holder | $29 | $11,961-99.8% | $10,693-99.7% | $14,365-99.8% |