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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 | $189,207 | $99,031+91.1% | $86,597+118.5% | $147,585+28.2% |
| Participation rate | 16.7% | 76.3%-59.7pp | 73.5%-56.9pp | 82.8%-66.2pp |
| Annual return | 20.64% | 1312.56%-1291.9pp | 964.96%-944.3pp | 578.57%-557.9pp |
| Employer contribution / active EE | $1,065 | $3,132-66.0% | $2,840-62.5% | $4,876-78.2% |
| Participant deferral / active EE | $1,318 | $3,972-66.8% | $3,609-63.5% | $5,439-75.8% |
| Admin fee / account holder | $37 | $5,711-99.3% | $4,906-99.2% | $10,885-99.7% |