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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 | $174,283 | $149,333+16.7% | $106,387+63.8% | $135,379+28.7% |
| Participation rate | 28.6% | 81.5%-52.9pp | 77.5%-48.9pp | 82.6%-54.1pp |
| Annual return | 70.50% | 0.52%+70.0pp | 0.25%+70.2pp | 519.79%-449.3pp |
| Employer contribution / active EE | $0 | $4,984-100.0% | $3,520-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $7,230-100.0% | $5,421-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $15,952-100.0% | $7,510-100.0% | $10,828-100.0% |