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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 | $25,458 | $56,124-54.6% | $96,144-73.5% | $85,854-70.3% |
| Participation rate | 65.9% | 56.7%+9.1pp | 68.4%-2.6pp | 69.3%-3.5pp |
| Annual return | 393.65% | 42.30%+351.3pp | 191.96%+201.7pp | 318.56%+75.1pp |
| Employer contribution / active EE | $2,158 | $1,620+33.2% | $2,797-22.9% | $2,565-15.9% |
| Participant deferral / active EE | $3,614 | $2,859+26.4% | $4,349-16.9% | $3,952-8.6% |
| Admin fee / account holder | $90 | $3,769-97.6% | $5,537-98.4% | $6,260-98.6% |