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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 | $147,622 | $96,678+52.7% | $86,640+70.4% | $139,466+5.8% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 14.29% | 106.69%-92.4pp | 592.52%-578.2pp | 373.66%-359.4pp |
| Employer contribution / active EE | $853 | $3,265-73.9% | $3,024-71.8% | $4,754-82.1% |
| Participant deferral / active EE | $2,496 | $4,837-48.4% | $4,438-43.8% | $6,712-62.8% |
| Admin fee / account holder | $22 | $6,410-99.7% | $5,616-99.6% | $11,409-99.8% |