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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 | $121,670 | $100,139+21.5% | $85,187+42.8% | $145,884-16.6% |
| Participation rate | 55.6% | 74.1%-18.5pp | 67.5%-12.0pp | 80.3%-24.7pp |
| Annual return | 15.13% | 84.15%-69.0pp | 66.67%-51.5pp | 551.85%-536.7pp |
| Employer contribution / active EE | $2,380 | $3,238-26.5% | $2,732-12.9% | $4,662-49.0% |
| Participant deferral / active EE | $4,892 | $5,296-7.6% | $4,525+8.1% | $6,690-26.9% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |