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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 | $98,932 | $76,608+29.1% | $56,077+76.4% | $145,877-32.2% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 9.97% | 3009.59%-2999.6pp | 1709.28%-1699.3pp | 551.28%-541.3pp |
| Employer contribution / active EE | $732 | $1,382-47.0% | $1,040-29.6% | $4,663-84.3% |
| Participant deferral / active EE | $9,150 | $2,624+248.7% | $1,954+368.3% | $6,691+36.8% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |