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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 | $101,300 | $180,749-44.0% | $160,784-37.0% | $137,256-26.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 387.68% | 2234.46%-1846.8pp | 1803.92%-1416.2pp | 220.34%+167.3pp |
| Employer contribution / active EE | $2,533 | $4,155-39.0% | $3,733-32.1% | $4,156-39.0% |
| Participant deferral / active EE | $10,398 | $6,844+51.9% | $6,293+65.2% | $6,407+62.3% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |