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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 | $93,488 | $73,546+27.1% | $63,018+48.4% | $147,586-36.7% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 22.07% | 175.56%-153.5pp | 87.62%-65.6pp | 578.59%-556.5pp |
| Employer contribution / active EE | $1,264 | $3,324-62.0% | $2,761-54.2% | $4,876-74.1% |
| Participant deferral / active EE | $6,431 | $4,185+53.7% | $3,330+93.1% | $5,439+18.2% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |