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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 | $190,918 | $112,935+69.1% | $90,970+109.9% | $158,966+20.1% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 21.55% | 215.79%-194.2pp | 134.58%-113.0pp | 302.95%-281.4pp |
| Employer contribution / active EE | $1,447 | $2,895-50.0% | $2,122-31.8% | $4,762-69.6% |
| Participant deferral / active EE | $6,500 | $4,129+57.4% | $3,373+92.7% | $5,983+8.6% |
| Admin fee / account holder | $60 | $8,045-99.3% | $5,960-99.0% | $11,250-99.5% |