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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 | $81,095 | $76,519+6.0% | $56,025+44.7% | $145,897-44.4% |
| Participation rate | 14.3% | 63.2%-48.9pp | 52.5%-38.2pp | 80.3%-66.0pp |
| Annual return | 13.64% | 3017.03%-3003.4pp | 1712.69%-1699.0pp | 552.29%-538.6pp |
| Employer contribution / active EE | $179 | $1,383-87.0% | $1,042-82.8% | $4,663-96.2% |
| Participant deferral / active EE | $1,266 | $2,624-51.8% | $1,955-35.2% | $6,689-81.1% |
| Admin fee / account holder | $128 | $3,331-96.2% | $2,828-95.5% | $13,390-99.0% |