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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 | $154,768 | $76,519+102.3% | $56,025+176.2% | $145,897+6.1% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.7pp | 80.3%-37.4pp |
| Annual return | 23.15% | 3017.03%-2993.9pp | 1712.69%-1689.5pp | 552.29%-529.1pp |
| Employer contribution / active EE | $921 | $1,383-33.5% | $1,042-11.6% | $4,663-80.3% |
| Participant deferral / active EE | $4,271 | $2,624+62.8% | $1,955+118.5% | $6,689-36.1% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |