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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 | $146,859 | $121,701+20.7% | $104,639+40.3% | $158,982-7.6% |
| Participation rate | 57.1% | 77.5%-20.4pp | 74.1%-16.9pp | 82.0%-24.8pp |
| Annual return | 27.31% | 465.72%-438.4pp | 340.67%-313.4pp | 302.99%-275.7pp |
| Employer contribution / active EE | $2,587 | $3,165-18.3% | $2,682-3.5% | $4,763-45.7% |
| Participant deferral / active EE | $5,571 | $4,176+33.4% | $3,738+49.1% | $5,983-6.9% |
| Admin fee / account holder | $33 | $7,778-99.6% | $6,465-99.5% | $11,252-99.7% |