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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 | $127,570 | $76,519+66.7% | $56,025+127.7% | $145,897-12.6% |
| Participation rate | 11.1% | 63.2%-52.1pp | 52.5%-41.4pp | 80.3%-69.2pp |
| Annual return | 15.85% | 3017.03%-3001.2pp | 1712.69%-1696.8pp | 552.29%-536.4pp |
| Employer contribution / active EE | $279 | $1,383-79.8% | $1,042-73.2% | $4,663-94.0% |
| Participant deferral / active EE | $2,526 | $2,624-3.8% | $1,955+29.2% | $6,689-62.2% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |