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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 | $134,677 | $149,040-9.6% | $120,225+12.0% | $137,256-1.9% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 17.39% | 605.68%-588.3pp | 439.23%-421.8pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,413 | $4,350-21.5% | $3,475-1.8% | $4,156-17.9% |
| Participant deferral / active EE | $5,150 | $4,655+10.6% | $3,999+28.8% | $6,407-19.6% |
| Admin fee / account holder | $6 | $6,348-99.9% | $5,696-99.9% | $12,270-99.9% |