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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 | $93,868 | $76,785+22.2% | $56,441+66.3% | $145,959-35.7% |
| Participation rate | 23.1% | 63.2%-40.2pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 11.68% | 3000.51%-2988.8pp | 1704.21%-1692.5pp | 561.95%-550.3pp |
| Employer contribution / active EE | $1,781 | $1,381+29.0% | $1,039+71.4% | $4,661-61.8% |
| Participant deferral / active EE | $3,638 | $2,624+38.7% | $1,953+86.3% | $6,689-45.6% |
| Admin fee / account holder | $20 | $3,334-99.4% | $2,829-99.3% | $13,398-99.9% |