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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 | $86,837 | $65,434+32.7% | $98,483-11.8% | $85,847+1.2% |
| Participation rate | 27.3% | 65.0%-37.7pp | 73.3%-46.1pp | 69.3%-42.0pp |
| Annual return | 14.89% | 21.75%-6.9pp | 1494.38%-1479.5pp | 318.61%-303.7pp |
| Employer contribution / active EE | $648 | $2,169-70.1% | $2,961-78.1% | $2,565-74.7% |
| Participant deferral / active EE | $2,153 | $3,168-32.0% | $4,276-49.6% | $3,952-45.5% |
| Admin fee / account holder | $13 | $4,595-99.7% | $5,953-99.8% | $6,261-99.8% |