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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 | $104,067 | $65,434+59.0% | $98,483+5.7% | $85,847+21.2% |
| Participation rate | 47.4% | 65.0%-17.6pp | 73.3%-26.0pp | 69.3%-22.0pp |
| Annual return | 11.97% | 21.75%-9.8pp | 1494.38%-1482.4pp | 318.61%-306.6pp |
| Employer contribution / active EE | $776 | $2,169-64.2% | $2,961-73.8% | $2,565-69.8% |
| Participant deferral / active EE | $1,797 | $3,168-43.3% | $4,276-58.0% | $3,952-54.5% |
| Admin fee / account holder | $136 | $4,595-97.0% | $5,953-97.7% | $6,261-97.8% |