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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 | $87,685 | $110,551-20.7% | $80,741+8.6% | $167,518-47.7% |
| Participation rate | 9.5% | 64.0%-54.4pp | 54.2%-44.6pp | 82.1%-72.6pp |
| Annual return | 7.47% | 120.57%-113.1pp | 87.30%-79.8pp | 478.71%-471.2pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,312-100.0% |