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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 | $232,420 | $95,975+142.2% | $74,549+211.8% | $135,379+71.7% |
| Participation rate | 10.0% | 75.7%-65.7pp | 69.1%-59.1pp | 82.6%-72.6pp |
| Annual return | -1.27% | 56.96%-58.2pp | 32.53%-33.8pp | 519.79%-521.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |