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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 | $158,387 | $96,691+63.8% | $86,656+82.8% | $139,487+13.6% |
| Participation rate | 42.9% | 74.4%-31.6pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 13.66% | 106.87%-93.2pp | 593.09%-579.4pp | 373.84%-360.2pp |
| Employer contribution / active EE | $1,829 | $3,267-44.0% | $3,025-39.5% | $4,755-61.5% |
| Participant deferral / active EE | $3,571 | $4,838-26.2% | $4,439-19.6% | $6,713-46.8% |
| Admin fee / account holder | $25 | $6,414-99.6% | $5,619-99.6% | $11,407-99.8% |