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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 | $129,227 | $100,911+28.1% | $90,440+42.9% | $158,966-18.7% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 13.52% | 1726.62%-1713.1pp | 1294.38%-1280.9pp | 302.95%-289.4pp |
| Employer contribution / active EE | $2,369 | $3,690-35.8% | $3,263-27.4% | $4,762-50.3% |
| Participant deferral / active EE | $2,824 | $4,348-35.1% | $3,964-28.8% | $5,983-52.8% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |