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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 | $103,423 | $118,875-13.0% | $96,572+7.1% | $167,553-38.3% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 32.82% | 50.50%-17.7pp | 37.79%-5.0pp | 478.89%-446.1pp |
| Employer contribution / active EE | $1,887 | $3,121-39.5% | $2,357-20.0% | $4,840-61.0% |
| Participant deferral / active EE | $6,587 | $4,617+42.7% | $3,850+71.1% | $6,343+3.8% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |