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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 | $106,652 | $60,139+77.3% | $90,461+17.9% | $79,856+33.6% |
| Participation rate | 38.0% | 65.0%-27.0pp | 72.7%-34.7pp | 69.6%-31.6pp |
| Annual return | 35.35% | 71.96%-36.6pp | 1294.76%-1259.4pp | 31.71%+3.6pp |
| Employer contribution / active EE | $2,073 | $2,069+0.2% | $3,264-36.5% | $2,471-16.1% |
| Participant deferral / active EE | $5,055 | $2,939+72.0% | $3,964+27.5% | $3,741+35.1% |
| Admin fee / account holder | $9 | $3,978-99.8% | $5,617-99.8% | $5,306-99.8% |