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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 | $92,519 | $106,003-12.7% | $92,236+0.3% | $147,585-37.3% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 15.46% | 50.05%-34.6pp | 176.29%-160.8pp | 578.57%-563.1pp |
| Employer contribution / active EE | $1,636 | $4,333-62.2% | $3,679-55.5% | $4,876-66.4% |
| Participant deferral / active EE | $9,000 | $4,478+101.0% | $3,897+131.0% | $5,439+65.5% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |