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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 | $142,546 | $102,595+38.9% | $94,057+51.6% | $154,746-7.9% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 35.53% | 583.42%-547.9pp | 480.62%-445.1pp | 172.34%-136.8pp |
| Employer contribution / active EE | $1,348 | $3,147-57.2% | $2,933-54.1% | $4,379-69.2% |
| Participant deferral / active EE | $6,900 | $5,118+34.8% | $4,709+46.5% | $6,730+2.5% |
| Admin fee / account holder | $10 | $7,736-99.9% | $7,244-99.9% | $14,365-99.9% |