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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 | $211,527 | $115,796+82.7% | $101,264+108.9% | $158,950+33.1% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 17.49% | 56.15%-38.7pp | 46.48%-29.0pp | 302.91%-285.4pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,133 | $4,958-57.0% | $4,370-51.2% | $5,983-64.3% |
| Admin fee / account holder | $22 | $7,247-99.7% | $5,947-99.6% | $11,248-99.8% |