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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 | $162,624 | $76,634+112.2% | $56,054+190.1% | $145,978+11.4% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.3pp | 80.3%-58.1pp |
| Annual return | 10.72% | 3004.33%-2993.6pp | 1705.95%-1695.2pp | 550.52%-539.8pp |
| Employer contribution / active EE | $235 | $1,380-83.0% | $1,039-77.4% | $4,662-95.0% |
| Participant deferral / active EE | $5,300 | $2,622+102.1% | $1,952+171.5% | $6,690-20.8% |
| Admin fee / account holder | $23 | $3,321-99.3% | $2,822-99.2% | $13,400-99.8% |