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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 | $82,370 | $112,933-27.1% | $90,970-9.5% | $158,982-48.2% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | 23.72% | 215.82%-192.1pp | 134.60%-110.9pp | 302.99%-279.3pp |
| Employer contribution / active EE | $711 | $2,893-75.4% | $2,122-66.5% | $4,763-85.1% |
| Participant deferral / active EE | $9,000 | $4,128+118.0% | $3,373+166.8% | $5,983+50.4% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |