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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 | $107,754 | $88,702+21.5% | $81,780+31.8% | $145,978-26.2% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 11.94% | 1029.12%-1017.2pp | 776.27%-764.3pp | 550.52%-538.6pp |
| Employer contribution / active EE | $981 | $3,084-68.2% | $2,914-66.3% | $4,662-79.0% |
| Participant deferral / active EE | $6,956 | $4,645+49.8% | $4,321+61.0% | $6,690+4.0% |
| Admin fee / account holder | $63 | $8,414-99.3% | $7,384-99.2% | $13,400-99.5% |