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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 | $82,580 | $96,678-14.6% | $86,640-4.7% | $139,466-40.8% |
| Participation rate | 63.6% | 74.4%-10.8pp | 71.7%-8.1pp | 80.3%-16.7pp |
| Annual return | 13.55% | 106.69%-93.1pp | 592.52%-579.0pp | 373.66%-360.1pp |
| Employer contribution / active EE | $2,356 | $3,265-27.8% | $3,024-22.1% | $4,754-50.4% |
| Participant deferral / active EE | $7,259 | $4,837+50.1% | $4,438+63.6% | $6,712+8.2% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |