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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 | $161,386 | $70,366+129.4% | $66,674+142.1% | $138,895+16.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 58.20% | 386.41%-328.2pp | 321.24%-263.0pp | 145.39%-87.2pp |
| Employer contribution / active EE | $1,115 | $2,765-59.7% | $2,620-57.5% | $4,194-73.4% |
| Participant deferral / active EE | $1,670 | $4,374-61.8% | $4,084-59.1% | $6,396-73.9% |
| Admin fee / account holder | $63 | $5,262-98.8% | $5,098-98.8% | $12,562-99.5% |