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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 | $97,801 | $99,995-2.2% | $85,063+15.0% | $145,978-33.0% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 18.60% | 83.99%-65.4pp | 66.54%-47.9pp | 550.52%-531.9pp |
| Employer contribution / active EE | $1,488 | $3,231-53.9% | $2,727-45.4% | $4,662-68.1% |
| Participant deferral / active EE | $13,168 | $5,295+148.7% | $4,523+191.1% | $6,690+96.8% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |