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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 | $155,378 | $209,422-25.8% | $178,503-13.0% | $158,982-2.3% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 20.20% | 188.81%-168.6pp | 151.12%-130.9pp | 302.99%-282.8pp |
| Employer contribution / active EE | $20,097 | $5,707+252.1% | $5,011+301.0% | $4,763+321.9% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+62.9% |
| Admin fee / account holder | $23 | $17,079-99.9% | $13,987-99.8% | $11,252-99.8% |