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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 | $151,699 | $109,905+38.0% | $98,506+54.0% | $167,553-9.5% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 12.69% | 1960.20%-1947.5pp | 1494.92%-1482.2pp | 478.89%-466.2pp |
| Employer contribution / active EE | $1,706 | $3,226-47.1% | $2,961-42.4% | $4,840-64.7% |
| Participant deferral / active EE | $3,078 | $4,674-34.2% | $4,277-28.0% | $6,343-51.5% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |