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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 | $235,427 | $217,432+8.3% | $185,849+26.7% | $167,536+40.5% |
| Participation rate | 42.9% | 86.1%-43.2pp | 81.7%-38.9pp | 82.1%-39.3pp |
| Annual return | 22.71% | 148.42%-125.7pp | 122.10%-99.4pp | 478.82%-456.1pp |
| Employer contribution / active EE | $2,069 | $5,875-64.8% | $5,169-60.0% | $4,839-57.2% |
| Participant deferral / active EE | $7,249 | $6,357+14.0% | $5,569+30.2% | $6,342+14.3% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |