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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 | $120,382 | $90,617+32.8% | $79,476+51.5% | $135,382-11.1% |
| Participation rate | 50.0% | 76.1%-26.1pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | 10.66% | 977.57%-966.9pp | 718.21%-707.6pp | 519.77%-509.1pp |
| Employer contribution / active EE | $375 | $3,068-87.8% | $2,800-86.6% | $4,779-92.2% |
| Participant deferral / active EE | $2,470 | $4,050-39.0% | $3,704-33.3% | $5,609-56.0% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |