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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 | $244,154 | $99,031+146.5% | $86,597+181.9% | $147,585+65.4% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 17.24% | 1312.56%-1295.3pp | 964.96%-947.7pp | 578.57%-561.3pp |
| Employer contribution / active EE | $3,000 | $3,132-4.2% | $2,840+5.7% | $4,876-38.5% |
| Participant deferral / active EE | $3,000 | $3,972-24.5% | $3,609-16.9% | $5,439-44.8% |
| Admin fee / account holder | $23 | $5,711-99.6% | $4,906-99.5% | $10,885-99.8% |