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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 | $130,922 | $96,558+35.6% | $80,977+61.7% | $273,972-52.2% |
| Participation rate | 20.0% | 79.1%-59.1pp | 75.8%-55.8pp | 83.0%-63.0pp |
| Annual return | 164.29% | 15.14%+149.1pp | 17.11%+147.2pp | 41.46%+122.8pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |