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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 | $122,327 | $65,566+86.6% | $86,235+41.9% | $75,177+62.7% |
| Participation rate | 44.2% | 60.5%-16.3pp | 69.0%-24.7pp | 67.2%-23.0pp |
| Annual return | 16.96% | 46.07%-29.1pp | 1170.03%-1153.1pp | 160.75%-143.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,622 | $3,023+19.8% | $3,987-9.2% | $4,126-12.2% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,856-100.0% | $5,651-100.0% |