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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 | $96,867 | $63,342+52.9% | $92,236+5.0% | $70,131+38.1% |
| Participation rate | 64.3% | 68.7%-4.4pp | 76.5%-12.2pp | 69.5%-5.3pp |
| Annual return | 29.73% | 530.15%-500.4pp | 176.29%-146.6pp | 73.14%-43.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,703 | $2,854-5.3% | $3,897-30.6% | $3,332-18.9% |
| Admin fee / account holder | $136 | $3,840-96.5% | $5,194-97.4% | $4,645-97.1% |