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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 | $192,869 | $106,008+81.9% | $92,240+109.1% | $147,586+30.7% |
| Participation rate | 15.4% | 80.4%-65.0pp | 76.5%-61.1pp | 82.8%-67.4pp |
| Annual return | 16.87% | 50.05%-33.2pp | 176.29%-159.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12 | $6,333-99.8% | $5,194-99.8% | $10,886-99.9% |