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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 | $135,791 | $100,911+34.6% | $90,440+50.1% | $158,966-14.6% |
| Participation rate | 15.4% | 75.0%-59.6pp | 72.7%-57.3pp | 82.0%-66.6pp |
| Annual return | 15.30% | 1726.62%-1711.3pp | 1294.38%-1279.1pp | 302.95%-287.7pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,415 | $4,348-44.5% | $3,964-39.1% | $5,983-59.6% |
| Admin fee / account holder | $25 | $6,507-99.6% | $5,615-99.6% | $11,250-99.8% |