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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 | $68,097+133.5% | $62,929+152.7% | $137,256+15.9% |
| Participation rate | 33.3% | 77.4%-44.1pp | 73.1%-39.8pp | 80.0%-46.6pp |
| Annual return | 641.28% | 1859.11%-1217.8pp | 1063.93%-422.6pp | 220.34%+420.9pp |
| Employer contribution / active EE | $616 | $2,811-78.1% | $2,505-75.4% | $4,156-85.2% |
| Participant deferral / active EE | $1,539 | $4,553-66.2% | $3,888-60.4% | $6,407-76.0% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |