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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 | $149,040+15.4% | $120,225+43.1% | $137,256+25.3% |
| Participation rate | 57.1% | 75.4%-18.3pp | 69.6%-12.4pp | 80.0%-22.8pp |
| Annual return | 18.82% | 605.68%-586.9pp | 439.23%-420.4pp | 220.34%-201.5pp |
| Employer contribution / active EE | $5,535 | $4,350+27.2% | $3,475+59.3% | $4,156+33.2% |
| Participant deferral / active EE | $9,133 | $4,655+96.2% | $3,999+128.4% | $6,407+42.5% |
| Admin fee / account holder | $20 | $6,348-99.7% | $5,696-99.6% | $12,270-99.8% |