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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 | $198,982 | $76,785+159.1% | $56,441+252.5% | $145,959+36.3% |
| Participation rate | 29.4% | 63.2%-33.8pp | 52.5%-23.1pp | 80.3%-50.9pp |
| Annual return | 30.61% | 3000.51%-2969.9pp | 1704.21%-1673.6pp | 561.95%-531.3pp |
| Employer contribution / active EE | $1,096 | $1,381-20.6% | $1,039+5.5% | $4,661-76.5% |
| Participant deferral / active EE | $3,774 | $2,624+43.8% | $1,953+93.2% | $6,689-43.6% |
| Admin fee / account holder | $20 | $3,334-99.4% | $2,829-99.3% | $13,398-99.9% |