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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 | $155,237 | $76,519+102.9% | $56,025+177.1% | $145,897+6.4% |
| Participation rate | 37.5% | 63.2%-25.7pp | 52.5%-15.0pp | 80.3%-42.8pp |
| Annual return | 15.60% | 3017.03%-3001.4pp | 1712.69%-1697.1pp | 552.29%-536.7pp |
| Employer contribution / active EE | $120 | $1,383-91.3% | $1,042-88.5% | $4,663-97.4% |
| Participant deferral / active EE | $6,568 | $2,624+150.3% | $1,955+236.0% | $6,689-1.8% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |