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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 | $76,519+160.0% | $56,025+255.2% | $145,897+36.4% |
| Participation rate | 29.4% | 63.2%-33.8pp | 52.5%-23.1pp | 80.3%-50.9pp |
| Annual return | 30.61% | 3017.03%-2986.4pp | 1712.69%-1682.1pp | 552.29%-521.7pp |
| Employer contribution / active EE | $1,096 | $1,383-20.7% | $1,042+5.3% | $4,663-76.5% |
| Participant deferral / active EE | $3,774 | $2,624+43.8% | $1,955+93.1% | $6,689-43.6% |
| Admin fee / account holder | $20 | $3,331-99.4% | $2,828-99.3% | $13,390-99.9% |