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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 | $91,868 | $105,145-12.6% | $94,664-3.0% | $139,466-34.1% |
| Participation rate | 33.3% | 82.4%-49.0pp | 80.8%-47.5pp | 80.3%-47.0pp |
| Annual return | 21.08% | 38.09%-17.0pp | 156.84%-135.8pp | 373.66%-352.6pp |
| Employer contribution / active EE | $450 | $4,107-89.1% | $3,673-87.8% | $4,754-90.5% |
| Participant deferral / active EE | $7,500 | $7,599-1.3% | $7,417+1.1% | $6,712+11.7% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |