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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 | $101,884 | $57,330+77.7% | $86,656+17.6% | $75,177+35.5% |
| Participation rate | 37.9% | 63.2%-25.3pp | 71.7%-33.8pp | 67.2%-29.3pp |
| Annual return | 21.02% | 2675.40%-2654.4pp | 593.09%-572.1pp | 160.75%-139.7pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,987 | $3,320+110.4% | $4,439+57.4% | $4,126+69.3% |
| Admin fee / account holder | $0 | $4,115-100.0% | $5,619-100.0% | $5,651-100.0% |