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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 | $97,530 | $100,203-2.7% | $85,240+14.4% | $145,897-33.2% |
| Participation rate | 41.7% | 74.1%-32.4pp | 67.5%-25.9pp | 80.3%-38.6pp |
| Annual return | 13.27% | 84.28%-71.0pp | 66.75%-53.5pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,286 | $3,242-29.5% | $2,735-16.4% | $4,663-51.0% |
| Participant deferral / active EE | $3,081 | $5,299-41.9% | $4,527-32.0% | $6,689-53.9% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |