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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 | $125,550 | $107,363+16.9% | $92,909+35.1% | $152,897-17.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 26.29% | 145.63%-119.3pp | 109.44%-83.1pp | 345.43%-319.1pp |
| Employer contribution / active EE | $1,520 | $4,222-64.0% | $3,653-58.4% | $4,764-68.1% |
| Participant deferral / active EE | $9,500 | $4,848+96.0% | $4,238+124.2% | $5,851+62.4% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |