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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 | $114,252 | $100,938+13.2% | $90,461+26.3% | $158,982-28.1% |
| Participation rate | 56.3% | 75.0%-18.8pp | 72.7%-16.4pp | 82.0%-25.7pp |
| Annual return | 16.04% | 1727.20%-1711.2pp | 1294.76%-1278.7pp | 302.99%-287.0pp |
| Employer contribution / active EE | $1,522 | $3,691-58.8% | $3,264-53.4% | $4,763-68.0% |
| Participant deferral / active EE | $4,955 | $4,350+13.9% | $3,964+25.0% | $5,983-17.2% |
| Admin fee / account holder | $18 | $6,510-99.7% | $5,617-99.7% | $11,252-99.8% |