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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 | $159,025 | $76,368+108.2% | $67,681+135.0% | $154,746+2.8% |
| Participation rate | 33.3% | 79.0%-45.6pp | 73.7%-40.4pp | 80.7%-47.4pp |
| Annual return | 641.28% | 1066.77%-425.5pp | 590.58%+50.7pp | 172.34%+468.9pp |
| Employer contribution / active EE | $616 | $3,151-80.5% | $2,678-77.0% | $4,379-85.9% |
| Participant deferral / active EE | $1,539 | $4,824-68.1% | $3,976-61.3% | $6,730-77.1% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |