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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 | $88,325 | $102,663-14.0% | $86,216+2.4% | $139,466-36.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 29.52% | 1924.52%-1895.0pp | 1169.42%-1139.9pp | 373.66%-344.1pp |
| Employer contribution / active EE | $1,863 | $3,035-38.6% | $2,382-21.8% | $4,754-60.8% |
| Participant deferral / active EE | $6,273 | $4,677+34.1% | $3,986+57.4% | $6,712-6.5% |
| Admin fee / account holder | $20 | $8,663-99.8% | $6,853-99.7% | $11,409-99.8% |