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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 | $156,294 | $183,988-15.1% | $162,177-3.6% | $152,897+2.2% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 34.29% | 150.79%-116.5pp | 115.60%-81.3pp | 345.43%-311.1pp |
| Employer contribution / active EE | $6,688 | $6,370+5.0% | $5,613+19.1% | $4,764+40.4% |
| Participant deferral / active EE | $4,750 | $8,032-40.9% | $7,297-34.9% | $5,851-18.8% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |