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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 | $200,562 | $102,638+95.4% | $81,982+144.6% | $158,982+26.2% |
| Participation rate | 38.9% | 75.5%-36.6pp | 69.3%-30.4pp | 82.0%-43.1pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $4,047 | $3,241+24.9% | $2,498+62.0% | $4,763-15.0% |
| Participant deferral / active EE | $7,350 | $4,649+58.1% | $3,722+97.4% | $5,983+22.8% |
| Admin fee / account holder | $229 | $8,237-97.2% | $5,665-96.0% | $11,252-98.0% |