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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 | $208,088-51.3% | $186,193-45.6% | $154,746-34.5% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 387.68% | 89.97%+297.7pp | 78.03%+309.7pp | 172.34%+215.3pp |
| Employer contribution / active EE | $2,533 | $4,340-41.6% | $3,918-35.3% | $4,379-42.1% |
| Participant deferral / active EE | $10,398 | $7,078+46.9% | $6,513+59.6% | $6,730+54.5% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |