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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 | $148,265 | $109,863+35.0% | $98,477+50.6% | $167,518-11.5% |
| Participation rate | 18.2% | 75.8%-57.6pp | 73.3%-55.2pp | 82.1%-63.9pp |
| Annual return | 242.17% | 1958.09%-1715.9pp | 1493.59%-1251.4pp | 478.71%-236.5pp |
| Employer contribution / active EE | $639 | $3,225-80.2% | $2,961-78.4% | $4,838-86.8% |
| Participant deferral / active EE | $2,382 | $4,673-49.0% | $4,276-44.3% | $6,342-62.4% |
| Admin fee / account holder | $31 | $6,755-99.5% | $5,951-99.5% | $12,312-99.8% |