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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 | $160,400 | $121,701+31.8% | $104,639+53.3% | $158,982+0.9% |
| Participation rate | 23.5% | 77.5%-54.0pp | 74.1%-50.5pp | 82.0%-58.4pp |
| Annual return | 20.83% | 465.72%-444.9pp | 340.67%-319.8pp | 302.99%-282.2pp |
| Employer contribution / active EE | $1,309 | $3,165-58.7% | $2,682-51.2% | $4,763-72.5% |
| Participant deferral / active EE | $4,926 | $4,176+18.0% | $3,738+31.8% | $5,983-17.7% |
| Admin fee / account holder | $114 | $7,778-98.5% | $6,465-98.2% | $11,252-99.0% |