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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 | $73,518+27.2% | $63,003+48.4% | $147,585-36.7% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 22.07% | 175.46%-153.4pp | 87.59%-65.5pp | 578.57%-556.5pp |
| Employer contribution / active EE | $1,264 | $3,322-62.0% | $2,760-54.2% | $4,876-74.1% |
| Participant deferral / active EE | $6,431 | $4,183+53.7% | $3,329+93.2% | $5,439+18.2% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |