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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 | $111,178 | $102,595+8.4% | $94,057+18.2% | $154,746-28.2% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 12.40% | 583.42%-571.0pp | 480.62%-468.2pp | 172.34%-159.9pp |
| Employer contribution / active EE | $4,979 | $3,147+58.2% | $2,933+69.7% | $4,379+13.7% |
| Participant deferral / active EE | $5,460 | $5,118+6.7% | $4,709+15.9% | $6,730-18.9% |
| Admin fee / account holder | $25 | $7,736-99.7% | $7,244-99.7% | $14,365-99.8% |