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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 | $152,048 | $121,656+25.0% | $104,614+45.3% | $158,950-4.3% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 18.43% | 465.51%-447.1pp | 340.56%-322.1pp | 302.91%-284.5pp |
| Employer contribution / active EE | $3,858 | $3,164+21.9% | $2,681+43.9% | $4,762-19.0% |
| Participant deferral / active EE | $6,500 | $4,177+55.6% | $3,739+73.8% | $5,983+8.6% |
| Admin fee / account holder | $13 | $7,775-99.8% | $6,464-99.8% | $11,248-99.9% |