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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 | $243,000 | $104,116+133.4% | $71,089+241.8% | $135,380+79.5% |
| Participation rate | 20.0% | 65.7%-45.7pp | 54.6%-34.6pp | 82.6%-62.6pp |
| Annual return | 19.70% | 1256.51%-1236.8pp | 650.65%-630.9pp | 519.81%-500.1pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |