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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 | $174,709 | $90,614+92.8% | $76,089+129.6% | $145,877+19.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 28.36% | 623.80%-595.4pp | 360.94%-332.6pp | 551.28%-522.9pp |
| Employer contribution / active EE | $11,241 | $3,324+238.1% | $2,690+317.9% | $4,663+141.1% |
| Participant deferral / active EE | $12,719 | $5,168+146.1% | $4,259+198.6% | $6,691+90.1% |
| Admin fee / account holder | $26 | $8,376-99.7% | $6,418-99.6% | $13,402-99.8% |