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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 | $112,791 | $99,921+12.9% | $85,009+32.7% | $145,959-22.7% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 19.82% | 83.89%-64.1pp | 66.47%-46.6pp | 561.95%-542.1pp |
| Employer contribution / active EE | $1,846 | $3,233-42.9% | $2,728-32.3% | $4,661-60.4% |
| Participant deferral / active EE | $3,846 | $5,293-27.3% | $4,522-15.0% | $6,689-42.5% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |