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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 | $118,319 | $103,000+14.9% | $90,300+31.0% | $152,885-22.6% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.5%-57.5pp |
| Annual return | 30.63% | 95.19%-64.6pp | 78.11%-47.5pp | 345.39%-314.8pp |
| Employer contribution / active EE | $2,000 | $3,138-36.3% | $2,854-29.9% | $4,763-58.0% |
| Participant deferral / active EE | $4,750 | $4,281+11.0% | $3,884+22.3% | $5,851-18.8% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |