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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 | $179,282 | $144,130+24.4% | $117,860+52.1% | $147,585+21.5% |
| Participation rate | 28.6% | 83.4%-54.9pp | 79.7%-51.1pp | 82.8%-54.3pp |
| Annual return | 10.11% | 531.20%-521.1pp | 335.10%-325.0pp | 578.58%-568.5pp |
| Employer contribution / active EE | $3,381 | $4,897-31.0% | $3,786-10.7% | $4,876-30.7% |
| Participant deferral / active EE | $14,209 | $5,316+167.3% | $4,482+217.0% | $5,439+161.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |