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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 | $66,893 | $73,546-9.0% | $63,018+6.1% | $147,586-54.7% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.8%-12.3pp | 82.8%-20.3pp |
| Annual return | 13.98% | 175.56%-161.6pp | 87.62%-73.6pp | 578.59%-564.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,985 | $4,185+90.8% | $3,330+139.8% | $5,439+46.8% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |