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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 | $106,629 | $100,911+5.7% | $90,440+17.9% | $158,966-32.9% |
| Participation rate | 10.0% | 75.0%-65.0pp | 72.7%-62.7pp | 82.0%-72.0pp |
| Annual return | 26.07% | 1726.62%-1700.5pp | 1294.38%-1268.3pp | 302.95%-276.9pp |
| Employer contribution / active EE | $761 | $3,690-79.4% | $3,263-76.7% | $4,762-84.0% |
| Participant deferral / active EE | $1,950 | $4,348-55.2% | $3,964-50.8% | $5,983-67.4% |
| Admin fee / account holder | $30 | $6,507-99.5% | $5,615-99.5% | $11,250-99.7% |