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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 | $69,332 | $175,259-60.4% | $149,723-53.7% | $139,487-50.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 20.50% | 166.82%-146.3pp | 134.50%-114.0pp | 373.84%-353.3pp |
| Employer contribution / active EE | $5,908 | $5,478+7.8% | $4,821+22.5% | $4,755+24.3% |
| Participant deferral / active EE | $15,153 | $6,522+132.3% | $5,682+166.7% | $6,713+125.7% |
| Admin fee / account holder | $215 | $16,158-98.7% | $13,215-98.4% | $11,407-98.1% |