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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 | $190,193 | $160,028+18.8% | $147,080+29.3% | $145,884+30.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.83% | 98.60%-86.8pp | 420.17%-408.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $6,799 | $5,286+28.6% | $4,933+37.8% | $4,662+45.8% |
| Participant deferral / active EE | $12,700 | $8,422+50.8% | $8,066+57.4% | $6,690+89.8% |
| Admin fee / account holder | $262 | $15,030-98.3% | $12,989-98.0% | $13,392-98.0% |