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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 | $198,419 | $184,000+7.8% | $162,185+22.3% | $152,909+29.8% |
| Participation rate | 40.9% | 88.5%-47.6pp | 87.6%-46.6pp | 82.5%-41.5pp |
| Annual return | 21.92% | 150.80%-128.9pp | 115.61%-93.7pp | 345.46%-323.5pp |
| Employer contribution / active EE | $3,861 | $6,370-39.4% | $5,613-31.2% | $4,764-18.9% |
| Participant deferral / active EE | $5,639 | $8,033-29.8% | $7,297-22.7% | $5,851-3.6% |
| Admin fee / account holder | $280 | $13,124-97.9% | $10,844-97.4% | $11,601-97.6% |