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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 | $121,414 | $99,079+22.5% | $78,002+55.7% | $273,972-55.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 8.30% | 217.93%-209.6pp | 425.99%-417.7pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,067 | $3,308-67.8% | $2,470-56.8% | $4,869-78.1% |
| Participant deferral / active EE | $6,366 | $4,306+47.8% | $3,497+82.0% | $5,287+20.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |