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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 | $138,619 | $70,121+97.7% | $63,803+117.3% | $138,895-0.2% |
| Participation rate | 66.7% | 77.2%-10.5pp | 72.7%-6.0pp | 79.9%-13.3pp |
| Annual return | 11.37% | 946.48%-935.1pp | 543.72%-532.4pp | 145.39%-134.0pp |
| Employer contribution / active EE | $1,282 | $2,882-55.5% | $2,532-49.4% | $4,194-69.4% |
| Participant deferral / active EE | $1,415 | $4,535-68.8% | $3,843-63.2% | $6,396-77.9% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |