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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 | $206,191 | $202,342+1.9% | $172,753+19.4% | $152,909+34.8% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 22.25% | 1029.88%-1007.6pp | 803.00%-780.8pp | 345.46%-323.2pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,450 | $5,948+25.3% | $5,198+43.3% | $5,851+27.3% |
| Admin fee / account holder | $15 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |