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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 | $244,265 | $100,938+142.0% | $90,461+170.0% | $158,982+53.6% |
| Participation rate | 7.1% | 75.0%-67.9pp | 72.7%-65.5pp | 82.0%-74.8pp |
| Annual return | 23.88% | 1727.20%-1703.3pp | 1294.76%-1270.9pp | 302.99%-279.1pp |
| Employer contribution / active EE | $470 | $3,691-87.3% | $3,264-85.6% | $4,763-90.1% |
| Participant deferral / active EE | $1,857 | $4,350-57.3% | $3,964-53.2% | $5,983-69.0% |
| Admin fee / account holder | $60 | $6,510-99.1% | $5,617-98.9% | $11,252-99.5% |