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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 | $114,013+25.4% | $103,693+37.9% | $155,188-7.9% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 8967.05% | 49.31%+8917.7pp | 47.61%+8919.4pp | 148.84%+8818.2pp |
| Employer contribution / active EE | $1,727 | $3,131-44.9% | $2,920-40.9% | $4,248-59.4% |
| Participant deferral / active EE | $7,625 | $4,970+53.4% | $4,579+66.5% | $6,531+16.7% |
| Admin fee / account holder | $270 | $8,407-96.8% | $7,858-96.6% | $14,480-98.1% |