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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 | $206,894 | $109,327+89.2% | $89,391+131.4% | $158,931+30.2% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.0%-39.4pp | 82.0%-53.4pp |
| Annual return | 32.22% | 345.68%-313.5pp | 245.62%-213.4pp | 302.86%-270.6pp |
| Employer contribution / active EE | $1,124 | $3,170-64.5% | $2,586-56.5% | $4,761-76.4% |
| Participant deferral / active EE | $7,961 | $4,598+73.1% | $3,890+104.6% | $5,982+33.1% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,247-99.8% |