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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 | $231,121 | $90,530+155.3% | $76,030+204.0% | $145,897+58.4% |
| Participation rate | 33.3% | 74.4%-41.1pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 15.28% | 625.08%-609.8pp | 361.54%-346.3pp | 552.29%-537.0pp |
| Employer contribution / active EE | $667 | $3,319-79.9% | $2,688-75.2% | $4,663-85.7% |
| Participant deferral / active EE | $7,497 | $5,164+45.2% | $4,257+76.1% | $6,689+12.1% |
| Admin fee / account holder | $20 | $8,383-99.8% | $6,421-99.7% | $13,390-99.9% |