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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 | $121,894 | $63,346+92.4% | $92,240+32.1% | $70,126+73.8% |
| Participation rate | 69.7% | 68.7%+1.0pp | 76.5%-6.8pp | 69.5%+0.2pp |
| Annual return | 15.95% | 530.19%-514.2pp | 176.29%-160.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,856 | $2,471-24.9% | $3,680-49.6% | $2,343-20.8% |
| Participant deferral / active EE | $4,362 | $2,854+52.8% | $3,897+11.9% | $3,332+30.9% |
| Admin fee / account holder | $21 | $3,841-99.5% | $5,194-99.6% | $4,645-99.5% |