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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 | $230,000 | $167,353+37.4% | $143,797+59.9% | $134,545+70.9% |
| Participation rate | 12.5% | 84.8%-72.3pp | 80.3%-67.8pp | 81.2%-68.7pp |
| Annual return | 70.37% | 0.48%+69.9pp | -0.04%+70.4pp | 418.37%-348.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |