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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 | $126,762 | $106,923+18.6% | $84,023+50.9% | $152,909-17.1% |
| Participation rate | 33.3% | 75.3%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 27.93% | 105.02%-77.1pp | 71.32%-43.4pp | 345.46%-317.5pp |
| Employer contribution / active EE | $1,447 | $2,735-47.1% | $1,984-27.1% | $4,764-69.6% |
| Participant deferral / active EE | $7,333 | $4,013+82.8% | $3,239+126.4% | $5,851+25.3% |
| Admin fee / account holder | $50 | $8,289-99.4% | $6,102-99.2% | $11,601-99.6% |