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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 | $166,553 | $209,422-20.5% | $178,503-6.7% | $158,982+4.8% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 19.69% | 188.81%-169.1pp | 151.12%-131.4pp | 302.99%-283.3pp |
| Employer contribution / active EE | $11,669 | $5,707+104.5% | $5,011+132.9% | $4,763+145.0% |
| Participant deferral / active EE | $17,333 | $5,955+191.1% | $5,202+233.2% | $5,983+189.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |