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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 | $111,768 | $100,938+10.7% | $90,461+23.6% | $158,982-29.7% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 13.00% | 1727.20%-1714.2pp | 1294.76%-1281.8pp | 302.99%-290.0pp |
| Employer contribution / active EE | $2,127 | $3,691-42.4% | $3,264-34.8% | $4,763-55.3% |
| Participant deferral / active EE | $10,263 | $4,350+136.0% | $3,964+158.9% | $5,983+71.5% |
| Admin fee / account holder | $20 | $6,510-99.7% | $5,617-99.6% | $11,252-99.8% |