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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 | $76,785+5.6% | $56,441+43.7% | $145,959-44.4% |
| Participation rate | 14.3% | 63.2%-49.0pp | 52.5%-38.2pp | 80.3%-66.0pp |
| Annual return | 13.64% | 3000.51%-2986.9pp | 1704.21%-1690.6pp | 561.95%-548.3pp |
| Employer contribution / active EE | $179 | $1,381-87.0% | $1,039-82.7% | $4,661-96.2% |
| Participant deferral / active EE | $1,266 | $2,624-51.7% | $1,953-35.2% | $6,689-81.1% |
| Admin fee / account holder | $128 | $3,334-96.2% | $2,829-95.5% | $13,398-99.0% |