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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 | $130,314 | $112,915+15.4% | $90,965+43.3% | $158,950-18.0% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 15.95% | 215.75%-199.8pp | 134.57%-118.6pp | 302.91%-287.0pp |
| Employer contribution / active EE | $1,202 | $2,894-58.5% | $2,122-43.4% | $4,762-74.8% |
| Participant deferral / active EE | $1,567 | $4,128-62.0% | $3,373-53.6% | $5,983-73.8% |
| Admin fee / account holder | $114 | $8,044-98.6% | $5,960-98.1% | $11,248-99.0% |