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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 | $156,837 | $88,603+77.0% | $69,890+124.4% | $134,545+16.6% |
| Participation rate | 25.0% | 74.9%-49.9pp | 70.5%-45.5pp | 81.2%-56.2pp |
| Annual return | 5.05% | 442.93%-437.9pp | 190.84%-185.8pp | 418.37%-413.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,560-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,771-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,443-100.0% | $6,267-100.0% | $11,431-100.0% |