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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 | $188,516 | $176,105+7.0% | $159,474+18.2% | $167,536+12.5% |
| Participation rate | 68.2% | 85.0%-16.8pp | 82.8%-14.6pp | 82.1%-13.9pp |
| Annual return | 15.15% | 331.91%-316.8pp | 263.68%-248.5pp | 478.82%-463.7pp |
| Employer contribution / active EE | $2,238 | $5,299-57.8% | $4,831-53.7% | $4,839-53.7% |
| Participant deferral / active EE | $5,498 | $7,751-29.1% | $7,353-25.2% | $6,342-13.3% |
| Admin fee / account holder | $33 | $12,559-99.7% | $10,802-99.7% | $12,315-99.7% |