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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 | $176,707 | $107,353+64.6% | $92,903+90.2% | $152,885+15.6% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 24.54% | 145.62%-121.1pp | 109.43%-84.9pp | 345.39%-320.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,988 | $4,848-38.4% | $4,238-29.5% | $5,851-48.9% |
| Admin fee / account holder | $41 | $7,081-99.4% | $5,795-99.3% | $11,598-99.6% |