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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 | $200,529 | $176,105+13.9% | $159,474+25.7% | $167,536+19.7% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 86.10% | 331.91%-245.8pp | 263.68%-177.6pp | 478.82%-392.7pp |
| Employer contribution / active EE | $2,020 | $5,299-61.9% | $4,831-58.2% | $4,839-58.3% |
| Participant deferral / active EE | $11,482 | $7,751+48.1% | $7,353+56.1% | $6,342+81.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |