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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 | $213,929 | $160,070+33.6% | $147,117+45.4% | $145,897+46.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 82.69% | 98.69%-16.0pp | 420.54%-337.8pp | 552.29%-469.6pp |
| Employer contribution / active EE | $10,151 | $5,285+92.1% | $4,932+105.8% | $4,663+117.7% |
| Participant deferral / active EE | $6,000 | $8,419-28.7% | $8,065-25.6% | $6,689-10.3% |
| Admin fee / account holder | $70 | $15,035-99.5% | $12,993-99.5% | $13,390-99.5% |