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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 | $193,049 | $99,011+95.0% | $86,582+123.0% | $147,586+30.8% |
| Participation rate | 28.6% | 76.3%-47.8pp | 73.5%-45.0pp | 82.8%-54.3pp |
| Annual return | 10.40% | 1312.75%-1302.3pp | 965.08%-954.7pp | 578.59%-568.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,464 | $3,972-12.8% | $3,609-4.0% | $5,439-36.3% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |