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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 | $175,760 | $106,918+64.4% | $84,021+109.2% | $152,897+15.0% |
| Participation rate | 7.7% | 75.2%-67.6pp | 69.0%-61.3pp | 82.5%-74.8pp |
| Annual return | 77.66% | 105.01%-27.3pp | 71.32%+6.3pp | 345.43%-267.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |