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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 | $158,819 | $175,259-9.4% | $149,723+6.1% | $139,487+13.9% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 26.01% | 166.82%-140.8pp | 134.50%-108.5pp | 373.84%-347.8pp |
| Employer contribution / active EE | $6,394 | $5,478+16.7% | $4,821+32.6% | $4,755+34.5% |
| Participant deferral / active EE | $7,464 | $6,522+14.4% | $5,682+31.4% | $6,713+11.2% |
| Admin fee / account holder | $20 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |