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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 | $111,878+21.7% | $93,727+45.3% | $145,897-6.7% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 11.65% | 204.28%-192.6pp | 133.83%-122.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $3,300 | $3,092+6.7% | $2,421+36.3% | $4,663-29.2% |
| Participant deferral / active EE | $4,125 | $4,920-16.2% | $4,417-6.6% | $6,689-38.3% |
| Admin fee / account holder | $150 | $10,256-98.5% | $8,292-98.2% | $13,390-98.9% |