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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 | $169,678 | $121,701+39.4% | $104,639+62.2% | $158,982+6.7% |
| Participation rate | 12.5% | 77.5%-65.0pp | 74.1%-61.6pp | 82.0%-69.5pp |
| Annual return | 22.63% | 465.72%-443.1pp | 340.67%-318.0pp | 302.99%-280.4pp |
| Employer contribution / active EE | $960 | $3,165-69.7% | $2,682-64.2% | $4,763-79.8% |
| Participant deferral / active EE | $2,438 | $4,176-41.6% | $3,738-34.8% | $5,983-59.3% |
| Admin fee / account holder | $20 | $7,778-99.7% | $6,465-99.7% | $11,252-99.8% |