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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 | $102,272 | $27,936+266.1% | $58,561+74.6% | $75,173+36.0% |
| Participation rate | 14.6% | 38.8%-24.3pp | 50.9%-36.3pp | 67.2%-52.6pp |
| Annual return | 421.33% | 44.21%+377.1pp | 4251.33%-3830.0pp | 160.72%+260.6pp |
| Employer contribution / active EE | $301 | $670-55.0% | $1,053-71.4% | $2,671-88.7% |
| Participant deferral / active EE | $1,493 | $1,202+24.2% | $1,923-22.4% | $4,126-63.8% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,520-100.0% | $5,651-100.0% |