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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 | $58,234+87.9% | $81,783+33.8% | $80,874+35.3% |
| Participation rate | 59.6% | 63.4%-3.9pp | 72.4%-12.8pp | 67.6%-8.1pp |
| Annual return | 29.41% | 41.70%-12.3pp | 775.05%-745.6pp | 35.62%-6.2pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $227 | $4,982-95.4% | $7,380-96.9% | $6,935-96.7% |