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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 | $64,420 | $111,830-42.4% | $93,696-31.2% | $145,884-55.8% |
| Participation rate | 52.4% | 74.2%-21.8pp | 68.7%-16.3pp | 80.3%-27.9pp |
| Annual return | 147.84% | 204.08%-56.2pp | 133.74%+14.1pp | 551.85%-404.0pp |
| Employer contribution / active EE | $4,230 | $3,093+36.7% | $2,422+74.6% | $4,662-9.3% |
| Participant deferral / active EE | $10,128 | $4,920+105.9% | $4,417+129.3% | $6,690+51.4% |
| Admin fee / account holder | $257 | $10,249-97.5% | $8,287-96.9% | $13,392-98.1% |