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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 | $160,734 | $100,911+59.3% | $90,440+77.7% | $158,966+1.1% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.7%-52.7pp | 82.0%-62.0pp |
| Annual return | 16.50% | 1726.62%-1710.1pp | 1294.38%-1277.9pp | 302.95%-286.4pp |
| Employer contribution / active EE | $1,296 | $3,690-64.9% | $3,263-60.3% | $4,762-72.8% |
| Participant deferral / active EE | $3,282 | $4,348-24.5% | $3,964-17.2% | $5,983-45.1% |
| Admin fee / account holder | $60 | $6,507-99.1% | $5,615-98.9% | $11,250-99.5% |