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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 | $125,348 | $111,878+12.0% | $93,727+33.7% | $145,897-14.1% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 23.07% | 204.28%-181.2pp | 133.83%-110.8pp | 552.29%-529.2pp |
| Employer contribution / active EE | $2,201 | $3,092-28.8% | $2,421-9.1% | $4,663-52.8% |
| Participant deferral / active EE | $7,312 | $4,920+48.6% | $4,417+65.5% | $6,689+9.3% |
| Admin fee / account holder | $20 | $10,256-99.8% | $8,292-99.8% | $13,390-99.9% |