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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 | $132,549 | $76,519+73.2% | $56,025+136.6% | $145,897-9.1% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 7.12% | 3017.03%-3009.9pp | 1712.69%-1705.6pp | 552.29%-545.2pp |
| Employer contribution / active EE | $800 | $1,383-42.2% | $1,042-23.2% | $4,663-82.8% |
| Participant deferral / active EE | $5,500 | $2,624+109.6% | $1,955+181.4% | $6,689-17.8% |
| Admin fee / account holder | $53 | $3,331-98.4% | $2,828-98.1% | $13,390-99.6% |