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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 | $138,083 | $100,911+36.8% | $90,440+52.7% | $158,966-13.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 8.92% | 1726.62%-1717.7pp | 1294.38%-1285.5pp | 302.95%-294.0pp |
| Employer contribution / active EE | $1,723 | $3,690-53.3% | $3,263-47.2% | $4,762-63.8% |
| Participant deferral / active EE | $2,157 | $4,348-50.4% | $3,964-45.6% | $5,983-63.9% |
| Admin fee / account holder | $185 | $6,507-97.2% | $5,615-96.7% | $11,250-98.4% |