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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 | $136,742 | $118,875+15.0% | $96,572+41.6% | $167,553-18.4% |
| Participation rate | 68.4% | 75.5%-7.1pp | 69.8%-1.4pp | 82.1%-13.7pp |
| Annual return | 15.89% | 50.50%-34.6pp | 37.79%-21.9pp | 478.89%-463.0pp |
| Employer contribution / active EE | $5,775 | $3,121+85.0% | $2,357+145.0% | $4,840+19.3% |
| Participant deferral / active EE | $3,225 | $4,617-30.2% | $3,850-16.2% | $6,343-49.2% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |