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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 | $102,699 | $95,975+7.0% | $74,552+37.8% | $135,382-24.1% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.77%-519.8pp |
| Employer contribution / active EE | $27,000 | $2,716+894.1% | $1,961+1276.9% | $4,779+465.0% |
| Participant deferral / active EE | $10,000 | $3,844+160.2% | $3,108+221.7% | $5,609+78.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |