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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 | $151,861 | $100,911+50.5% | $90,440+67.9% | $158,966-4.5% |
| Participation rate | 14.3% | 75.0%-60.7pp | 72.7%-58.4pp | 82.0%-67.7pp |
| Annual return | 15.79% | 1726.62%-1710.8pp | 1294.38%-1278.6pp | 302.95%-287.2pp |
| Employer contribution / active EE | $411 | $3,690-88.9% | $3,263-87.4% | $4,762-91.4% |
| Participant deferral / active EE | $2,786 | $4,348-35.9% | $3,964-29.7% | $5,983-53.4% |
| Admin fee / account holder | $60 | $6,507-99.1% | $5,615-98.9% | $11,250-99.5% |