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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 | $121,439 | $180,749-32.8% | $160,784-24.5% | $137,256-11.5% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.0%-34.1pp | 80.0%-37.1pp |
| Annual return | 21.32% | 2234.46%-2213.1pp | 1803.92%-1782.6pp | 220.34%-199.0pp |
| Employer contribution / active EE | $8,347 | $4,155+100.9% | $3,733+123.6% | $4,156+100.8% |
| Participant deferral / active EE | $5,633 | $6,844-17.7% | $6,293-10.5% | $6,407-12.1% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |