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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 | $140,446 | $104,953+33.8% | $84,637+65.9% | $152,909-8.2% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | 29.27% | 373.94%-344.7pp | 258.82%-229.6pp | 345.46%-316.2pp |
| Employer contribution / active EE | $1,323 | $3,304-60.0% | $2,653-50.2% | $4,764-72.2% |
| Participant deferral / active EE | $8,205 | $4,691+74.9% | $3,900+110.4% | $5,851+40.2% |
| Admin fee / account holder | $20 | $6,244-99.7% | $4,914-99.6% | $11,601-99.8% |