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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 | $124,678 | $100,911+23.6% | $90,440+37.9% | $158,966-21.6% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.7%-35.2pp | 82.0%-44.5pp |
| Annual return | 12.79% | 1726.62%-1713.8pp | 1294.38%-1281.6pp | 302.95%-290.2pp |
| Employer contribution / active EE | $4,561 | $3,690+23.6% | $3,263+39.8% | $4,762-4.2% |
| Participant deferral / active EE | $6,063 | $4,348+39.4% | $3,964+53.0% | $5,983+1.3% |
| Admin fee / account holder | $20 | $6,507-99.7% | $5,615-99.6% | $11,250-99.8% |