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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 | $111,785+12.1% | $93,669+33.8% | $145,877-14.1% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 23.07% | 203.79%-180.7pp | 133.59%-110.5pp | 551.28%-528.2pp |
| Employer contribution / active EE | $2,201 | $3,096-28.9% | $2,424-9.2% | $4,663-52.8% |
| Participant deferral / active EE | $7,312 | $4,919+48.7% | $4,416+65.6% | $6,691+9.3% |
| Admin fee / account holder | $20 | $10,256-99.8% | $8,291-99.8% | $13,402-99.9% |