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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 | $131,465 | $100,938+30.2% | $90,461+45.3% | $158,982-17.3% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 23.21% | 1727.20%-1704.0pp | 1294.76%-1271.6pp | 302.99%-279.8pp |
| Employer contribution / active EE | $4,738 | $3,691+28.3% | $3,264+45.2% | $4,763-0.5% |
| Participant deferral / active EE | $4,738 | $4,350+8.9% | $3,964+19.5% | $5,983-20.8% |
| Admin fee / account holder | $197 | $6,510-97.0% | $5,617-96.5% | $11,252-98.2% |