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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 | $91,098 | $81,696+11.5% | $70,494+29.2% | $158,982-42.7% |
| Participation rate | 42.9% | 77.7%-34.9pp | 75.1%-32.2pp | 82.0%-39.1pp |
| Annual return | 13.96% | 208.70%-194.7pp | 109.16%-95.2pp | 302.99%-289.0pp |
| Employer contribution / active EE | $2,966 | $3,220-7.9% | $2,738+8.3% | $4,763-37.7% |
| Participant deferral / active EE | $8,686 | $4,558+90.6% | $3,711+134.1% | $5,983+45.2% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |