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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 | $124,381 | $81,749+52.1% | $58,544+112.5% | $139,456-10.8% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 15.12% | 7425.45%-7410.3pp | 4249.56%-4234.4pp | 373.45%-358.3pp |
| Employer contribution / active EE | $218 | $1,398-84.4% | $1,053-79.3% | $4,753-95.4% |
| Participant deferral / active EE | $4,848 | $2,555+89.7% | $1,923+152.1% | $6,711-27.8% |
| Admin fee / account holder | $30 | $3,272-99.1% | $2,520-98.8% | $11,407-99.7% |