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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 | $157,829-9.4% | $136,867+4.5% | $198,609-28.0% |
| Participation rate | 33.3% | 77.2%-43.8pp | 74.5%-41.2pp | 82.4%-49.0pp |
| Annual return | 8967.05% | 51.25%+8915.8pp | 42.97%+8924.1pp | 202.70%+8764.4pp |
| Employer contribution / active EE | $1,727 | $3,923-56.0% | $3,547-51.3% | $5,055-65.8% |
| Participant deferral / active EE | $7,625 | $5,463+39.6% | $4,924+54.9% | $6,977+9.3% |
| Admin fee / account holder | $270 | $11,107-97.6% | $10,340-97.4% | $19,030-98.6% |