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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 | $131,294 | $96,388+36.2% | $80,627+62.8% | $139,466-5.9% |
| Participation rate | 17.6% | 73.6%-56.0pp | 67.0%-49.4pp | 80.3%-62.7pp |
| Annual return | 24.77% | 1352.08%-1327.3pp | 936.76%-912.0pp | 373.66%-348.9pp |
| Employer contribution / active EE | $430 | $3,260-86.8% | $2,723-84.2% | $4,754-91.0% |
| Participant deferral / active EE | $1,529 | $5,224-70.7% | $4,443-65.6% | $6,712-77.2% |
| Admin fee / account holder | $20 | $6,603-99.7% | $5,381-99.6% | $11,409-99.8% |