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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 | $104,821 | $99,079+5.8% | $78,002+34.4% | $273,972-61.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 6.19% | 217.93%-211.7pp | 425.99%-419.8pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,190 | $3,308-64.0% | $2,470-51.8% | $4,869-75.6% |
| Participant deferral / active EE | $3,991 | $4,306-7.3% | $3,497+14.1% | $5,287-24.5% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |