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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 | $121,140 | $118,708+2.0% | $98,920+22.5% | $158,982-23.8% |
| Participation rate | 41.2% | 77.8%-36.6pp | 76.0%-34.9pp | 82.0%-40.8pp |
| Annual return | 15.49% | 372.49%-357.0pp | 196.47%-181.0pp | 302.99%-287.5pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,434 | $5,089-71.8% | $4,245-66.2% | $5,983-76.0% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |