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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 | $106,798 | $100,139+6.6% | $85,187+25.4% | $145,884-26.8% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 471.44% | 84.15%+387.3pp | 66.67%+404.8pp | 551.85%-80.4pp |
| Employer contribution / active EE | $1,098 | $3,238-66.1% | $2,732-59.8% | $4,662-76.5% |
| Participant deferral / active EE | $2,059 | $5,296-61.1% | $4,525-54.5% | $6,690-69.2% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |