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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 | $103,028 | $127,779-19.4% | $106,551-3.3% | $167,518-38.5% |
| Participation rate | 25.0% | 78.3%-53.3pp | 76.1%-51.1pp | 82.1%-57.1pp |
| Annual return | 205.17% | 33.87%+171.3pp | 26.80%+178.4pp | 478.71%-273.5pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,408-100.0% | $12,312-100.0% |