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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 | $136,180 | $111,785+21.8% | $93,669+45.4% | $145,877-6.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 11.65% | 203.79%-192.1pp | 133.59%-121.9pp | 551.28%-539.6pp |
| Employer contribution / active EE | $3,300 | $3,096+6.6% | $2,424+36.2% | $4,663-29.2% |
| Participant deferral / active EE | $4,125 | $4,919-16.1% | $4,416-6.6% | $6,691-38.3% |
| Admin fee / account holder | $150 | $10,256-98.5% | $8,291-98.2% | $13,402-98.9% |