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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 | $123,190 | $108,685+13.3% | $74,719+64.9% | $152,885-19.4% |
| Participation rate | 10.0% | 65.3%-55.3pp | 54.5%-44.5pp | 82.5%-72.5pp |
| Annual return | 25.00% | 114.09%-89.1pp | 753.05%-728.1pp | 345.39%-320.4pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,905-100.0% | $3,334-100.0% | $11,598-100.0% |