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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 | $210,889 | $106,008+98.9% | $92,240+128.6% | $147,586+42.9% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 21.89% | 50.05%-28.2pp | 176.29%-154.4pp | 578.59%-556.7pp |
| Employer contribution / active EE | $2,287 | $4,333-47.2% | $3,680-37.9% | $4,876-53.1% |
| Participant deferral / active EE | $5,347 | $4,478+19.4% | $3,897+37.2% | $5,439-1.7% |
| Admin fee / account holder | $27 | $6,333-99.6% | $5,194-99.5% | $10,886-99.8% |