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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 | $185,749 | $171,492+8.3% | $150,734+23.2% | $198,609-6.5% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 15.50% | 804.70%-789.2pp | 600.81%-585.3pp | 202.70%-187.2pp |
| Employer contribution / active EE | $10,000 | $5,470+82.8% | $4,918+103.3% | $5,055+97.8% |
| Participant deferral / active EE | $3,631 | $6,259-42.0% | $5,610-35.3% | $6,977-48.0% |
| Admin fee / account holder | $19 | $17,628-99.9% | $14,905-99.9% | $19,030-99.9% |