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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 | $112,863 | $96,691+16.7% | $86,656+30.2% | $139,487-19.1% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 17.02% | 106.87%-89.8pp | 593.09%-576.1pp | 373.84%-356.8pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,758 | $4,838+19.0% | $4,439+29.7% | $6,713-14.2% |
| Admin fee / account holder | $13 | $6,414-99.8% | $5,619-99.8% | $11,407-99.9% |