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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 | $156,408 | $99,031+57.9% | $86,597+80.6% | $147,585+6.0% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 22.41% | 1312.56%-1290.2pp | 964.96%-942.6pp | 578.57%-556.2pp |
| Employer contribution / active EE | $2,837 | $3,132-9.4% | $2,840-0.1% | $4,876-41.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $30 | $5,711-99.5% | $4,906-99.4% | $10,885-99.7% |