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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 | $109,402 | $58,311+87.6% | $81,882+33.6% | $80,959+35.1% |
| Participation rate | 59.6% | 63.5%-3.9pp | 72.4%-12.8pp | 67.7%-8.1pp |
| Annual return | 29.41% | 41.85%-12.4pp | 779.47%-750.1pp | 35.67%-6.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $227 | $4,752-95.2% | $7,360-96.9% | $6,925-96.7% |