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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 | $172,028 | $162,529+5.8% | $130,788+31.5% | $154,746+11.2% |
| Participation rate | 57.1% | 75.9%-18.7pp | 70.1%-13.0pp | 80.7%-23.6pp |
| Annual return | 18.82% | 510.48%-491.7pp | 386.44%-367.6pp | 172.34%-153.5pp |
| Employer contribution / active EE | $5,535 | $4,447+24.4% | $3,558+55.6% | $4,379+26.4% |
| Participant deferral / active EE | $9,133 | $4,808+89.9% | $4,137+120.8% | $6,730+35.7% |
| Admin fee / account holder | $20 | $7,669-99.7% | $6,673-99.7% | $14,365-99.9% |