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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 | $78,614 | $76,519+2.7% | $56,025+40.3% | $145,897-46.1% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 12.74% | 3017.03%-3004.3pp | 1712.69%-1699.9pp | 552.29%-539.5pp |
| Employer contribution / active EE | $3,713 | $1,383+168.4% | $1,042+256.4% | $4,663-20.4% |
| Participant deferral / active EE | $1,805 | $2,624-31.2% | $1,955-7.6% | $6,689-73.0% |
| Admin fee / account holder | $16 | $3,331-99.5% | $2,828-99.4% | $13,390-99.9% |