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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 | $245,222 | $180,459+35.9% | $154,108+59.1% | $135,380+81.1% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -0.92% | 888.21%-889.1pp | 735.21%-736.1pp | 519.81%-520.7pp |
| Employer contribution / active EE | $12,167 | $6,035+101.6% | $5,298+129.7% | $4,779+154.6% |
| Participant deferral / active EE | $8,167 | $5,806+40.7% | $5,081+60.7% | $5,609+45.6% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |