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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 | $108,030 | $76,519+41.2% | $56,025+92.8% | $145,897-26.0% |
| Participation rate | 31.3% | 63.2%-32.0pp | 52.5%-21.3pp | 80.3%-49.1pp |
| Annual return | 13.58% | 3017.03%-3003.5pp | 1712.69%-1699.1pp | 552.29%-538.7pp |
| Employer contribution / active EE | $476 | $1,383-65.6% | $1,042-54.3% | $4,663-89.8% |
| Participant deferral / active EE | $2,954 | $2,624+12.6% | $1,955+51.1% | $6,689-55.8% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |