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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 | $107,251 | $109,411-2.0% | $89,435+19.9% | $158,982-32.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 66.56% | 345.68%-279.1pp | 245.55%-179.0pp | 302.99%-236.4pp |
| Employer contribution / active EE | $2,995 | $3,173-5.6% | $2,587+15.8% | $4,763-37.1% |
| Participant deferral / active EE | $8,409 | $4,600+82.8% | $3,890+116.2% | $5,983+40.5% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |