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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 | $158,991 | $96,388+64.9% | $80,627+97.2% | $139,466+14.0% |
| Participation rate | 54.5% | 73.6%-19.1pp | 67.0%-12.5pp | 80.3%-25.8pp |
| Annual return | 15.38% | 1352.08%-1336.7pp | 936.76%-921.4pp | 373.66%-358.3pp |
| Employer contribution / active EE | $1,826 | $3,260-44.0% | $2,723-32.9% | $4,754-61.6% |
| Participant deferral / active EE | $7,323 | $5,224+40.2% | $4,443+64.8% | $6,712+9.1% |
| Admin fee / account holder | $12 | $6,603-99.8% | $5,381-99.8% | $11,409-99.9% |