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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 | $117,307 | $111,814+4.9% | $93,654+25.3% | $145,959-19.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 19.15% | 203.30%-184.1pp | 133.34%-114.2pp | 561.95%-542.8pp |
| Employer contribution / active EE | $2,576 | $3,092-16.7% | $2,421+6.4% | $4,661-44.7% |
| Participant deferral / active EE | $7,043 | $4,914+43.3% | $4,413+59.6% | $6,689+5.3% |
| Admin fee / account holder | $19 | $10,246-99.8% | $8,282-99.8% | $13,398-99.9% |