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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 | $137,924 | $198,461-30.5% | $170,436-19.1% | $147,585-6.5% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 28.21% | 257.30%-229.1pp | 205.94%-177.7pp | 578.57%-550.4pp |
| Employer contribution / active EE | $15,789 | $6,184+155.3% | $5,433+190.6% | $4,876+223.8% |
| Participant deferral / active EE | $7,800 | $5,629+38.6% | $4,939+57.9% | $5,439+43.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |