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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 | $228,672 | $209,422+9.2% | $178,503+28.1% | $158,982+43.8% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 6.56% | 188.81%-182.2pp | 151.12%-144.6pp | 302.99%-296.4pp |
| Employer contribution / active EE | $3,144 | $5,707-44.9% | $5,011-37.3% | $4,763-34.0% |
| Participant deferral / active EE | $13,000 | $5,955+118.3% | $5,202+149.9% | $5,983+117.3% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |