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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 | $220,676 | $76,519+188.4% | $56,025+293.9% | $145,897+51.3% |
| Participation rate | 8.3% | 63.2%-54.9pp | 52.5%-44.2pp | 80.3%-72.0pp |
| Annual return | 23.19% | 3017.03%-2993.8pp | 1712.69%-1689.5pp | 552.29%-529.1pp |
| Employer contribution / active EE | $225 | $1,383-83.7% | $1,042-78.4% | $4,663-95.2% |
| Participant deferral / active EE | $2,638 | $2,624+0.5% | $1,955+35.0% | $6,689-60.6% |
| Admin fee / account holder | $20 | $3,331-99.4% | $2,828-99.3% | $13,390-99.9% |