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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 | $142,995 | $102,595+39.4% | $94,057+52.0% | $154,746-7.6% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 8967.05% | 583.42%+8383.6pp | 480.62%+8486.4pp | 172.34%+8794.7pp |
| Employer contribution / active EE | $1,727 | $3,147-45.1% | $2,933-41.1% | $4,379-60.6% |
| Participant deferral / active EE | $7,625 | $5,118+49.0% | $4,709+61.9% | $6,730+13.3% |
| Admin fee / account holder | $270 | $7,736-96.5% | $7,244-96.3% | $14,365-98.1% |