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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 | $106,301 | $102,696+3.5% | $86,235+23.3% | $139,487-23.8% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.0%-32.6pp | 80.3%-44.0pp |
| Annual return | 12.69% | 1925.91%-1913.2pp | 1170.03%-1157.3pp | 373.84%-361.2pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,189 | $4,679-74.6% | $3,987-70.2% | $6,713-82.3% |
| Admin fee / account holder | $30 | $8,667-99.7% | $6,856-99.6% | $11,407-99.7% |