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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 | $70,366+103.2% | $66,674+114.5% | $138,895+3.0% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 8967.05% | 386.41%+8580.6pp | 321.24%+8645.8pp | 145.39%+8821.7pp |
| Employer contribution / active EE | $1,727 | $2,765-37.6% | $2,620-34.1% | $4,194-58.8% |
| Participant deferral / active EE | $7,625 | $4,374+74.3% | $4,084+86.7% | $6,396+19.2% |
| Admin fee / account holder | $270 | $5,262-94.9% | $5,098-94.7% | $12,562-97.9% |