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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 | $76,608+159.7% | $56,077+254.8% | $145,877+36.4% |
| Participation rate | 29.4% | 63.2%-33.8pp | 52.5%-23.1pp | 80.3%-50.9pp |
| Annual return | 30.61% | 3009.59%-2979.0pp | 1709.28%-1678.7pp | 551.28%-520.7pp |
| Employer contribution / active EE | $1,096 | $1,382-20.6% | $1,040+5.4% | $4,663-76.5% |
| Participant deferral / active EE | $3,774 | $2,624+43.8% | $1,954+93.1% | $6,691-43.6% |
| Admin fee / account holder | $20 | $3,325-99.4% | $2,825-99.3% | $13,402-99.9% |