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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 | $117,036 | $81,668+43.3% | $58,507+100.0% | $139,487-16.1% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 16.88% | 7430.07%-7413.2pp | 4252.32%-4235.4pp | 373.84%-357.0pp |
| Employer contribution / active EE | $1,951 | $1,398+39.6% | $1,053+85.2% | $4,755-59.0% |
| Participant deferral / active EE | $1,951 | $2,554-23.6% | $1,922+1.5% | $6,713-70.9% |
| Admin fee / account holder | $20 | $3,212-99.4% | $2,486-99.2% | $11,407-99.8% |