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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 | $130,639 | $73,546+77.6% | $63,018+107.3% | $147,586-11.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 30.28% | 175.56%-145.3pp | 87.62%-57.3pp | 578.59%-548.3pp |
| Employer contribution / active EE | $7,500 | $3,324+125.6% | $2,761+171.7% | $4,876+53.8% |
| Participant deferral / active EE | $9,000 | $4,185+115.1% | $3,330+170.3% | $5,439+65.5% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |