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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 | $100,073-2.5% | $85,126+14.6% | $145,877-33.1% |
| Participation rate | 41.7% | 74.1%-32.4pp | 67.5%-25.9pp | 80.3%-38.6pp |
| Annual return | 13.27% | 84.11%-70.8pp | 66.63%-53.4pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,286 | $3,236-29.4% | $2,731-16.3% | $4,663-51.0% |
| Participant deferral / active EE | $3,081 | $5,294-41.8% | $4,523-31.9% | $6,691-54.0% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |