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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 | $76,522+29.3% | $56,033+76.6% | $145,884-32.2% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 9.97% | 3014.28%-3004.3pp | 1711.38%-1701.4pp | 551.85%-541.9pp |
| Employer contribution / active EE | $732 | $1,382-47.0% | $1,041-29.7% | $4,662-84.3% |
| Participant deferral / active EE | $9,150 | $2,624+248.7% | $1,954+368.3% | $6,690+36.8% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |