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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 | $197,550 | $176,077+12.2% | $159,455+23.9% | $167,518+17.9% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 14.54% | 331.83%-317.3pp | 263.63%-249.1pp | 478.71%-464.2pp |
| Employer contribution / active EE | $3,313 | $5,298-37.5% | $4,830-31.4% | $4,838-31.5% |
| Participant deferral / active EE | $6,443 | $7,751-16.9% | $7,353-12.4% | $6,342+1.6% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |