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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 | $100,895+30.3% | $90,430+45.4% | $158,950-17.3% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 23.21% | 1725.54%-1702.3pp | 1293.73%-1270.5pp | 302.91%-279.7pp |
| Employer contribution / active EE | $4,738 | $3,689+28.4% | $3,262+45.3% | $4,762-0.5% |
| Participant deferral / active EE | $4,738 | $4,347+9.0% | $3,963+19.6% | $5,983-20.8% |
| Admin fee / account holder | $197 | $6,505-97.0% | $5,613-96.5% | $11,248-98.2% |