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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 | $119,507 | $63,346+88.7% | $92,240+29.6% | $70,126+70.4% |
| Participation rate | 38.0% | 68.7%-30.7pp | 76.5%-38.5pp | 69.5%-31.5pp |
| Annual return | 17.67% | 530.19%-512.5pp | 176.29%-158.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,548 | $2,471-37.4% | $3,680-57.9% | $2,343-33.9% |
| Participant deferral / active EE | $4,070 | $2,854+42.6% | $3,897+4.4% | $3,332+22.1% |
| Admin fee / account holder | $60 | $3,841-98.4% | $5,194-98.8% | $4,645-98.7% |