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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 | $86,708 | $76,522+13.3% | $56,033+54.7% | $145,884-40.6% |
| Participation rate | 41.7% | 63.2%-21.6pp | 52.5%-10.8pp | 80.3%-38.6pp |
| Annual return | 13.32% | 3014.28%-3001.0pp | 1711.38%-1698.1pp | 551.85%-538.5pp |
| Employer contribution / active EE | $885 | $1,382-36.0% | $1,041-15.0% | $4,662-81.0% |
| Participant deferral / active EE | $2,975 | $2,624+13.4% | $1,954+52.3% | $6,690-55.5% |
| Admin fee / account holder | $20 | $3,328-99.4% | $2,827-99.3% | $13,392-99.9% |