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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 | $123,465 | $58,391+111.4% | $76,667+61.0% | $72,976+69.2% |
| Participation rate | 34.2% | 67.4%-33.2pp | 72.1%-37.9pp | 69.5%-35.3pp |
| Annual return | 19.87% | 2306.65%-2286.8pp | 1166.74%-1146.9pp | 81.02%-61.1pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,471 | $2,690-45.3% | $3,336-55.9% | $3,608-59.2% |
| Admin fee / account holder | $134 | $4,014-96.7% | $6,423-97.9% | $5,124-97.4% |