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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 | $169,147 | $108,882+55.3% | $96,754+74.8% | $154,746+9.3% |
| Participation rate | 16.7% | 75.1%-58.4pp | 70.3%-53.6pp | 80.7%-64.0pp |
| Annual return | 0.00% | 98.39%-98.4pp | 82.04%-82.0pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $15 | $10,200-99.9% | $8,905-99.8% | $14,365-99.9% |