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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 | $148,240 | $106,008+39.8% | $92,240+60.7% | $147,586+0.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 19.16% | 50.05%-30.9pp | 176.29%-157.1pp | 578.59%-559.4pp |
| Employer contribution / active EE | $2,327 | $4,333-46.3% | $3,680-36.8% | $4,876-52.3% |
| Participant deferral / active EE | $9,000 | $4,478+101.0% | $3,897+130.9% | $5,439+65.5% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |