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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 | $92,577 | $84,464+9.6% | $61,399+50.8% | $134,509-31.2% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | 7.19% | 585.06%-577.9pp | 338.81%-331.6pp | 418.13%-410.9pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,375 | $2,818+90.7% | $2,124+153.0% | $6,400-16.0% |
| Admin fee / account holder | $208 | $2,587-91.9% | $2,131-90.2% | $11,427-98.2% |