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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 | $122,538 | $153,311-20.1% | $109,313+12.1% | $273,972-55.3% |
| Participation rate | 33.3% | 80.1%-46.8pp | 71.3%-37.9pp | 83.0%-49.7pp |
| Annual return | 696.08% | 29.86%+666.2pp | 22.07%+674.0pp | 41.46%+654.6pp |
| Employer contribution / active EE | $3,533 | $5,619-37.1% | $3,892-9.2% | $4,869-27.4% |
| Participant deferral / active EE | $6,000 | $3,932+52.6% | $3,166+89.5% | $5,287+13.5% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |