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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 | $186,810 | $124,336+50.2% | $111,303+67.8% | $167,518+11.5% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 319.12% | 37.45%+281.7pp | 54.66%+264.5pp | 478.71%-159.6pp |
| Employer contribution / active EE | $1,322 | $3,436-61.5% | $2,731-51.6% | $4,838-72.7% |
| Participant deferral / active EE | $2,507 | $5,181-51.6% | $4,487-44.1% | $6,342-60.5% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |