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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 | $58,751 | $109,344-46.3% | $89,400-34.3% | $158,950-63.0% |
| Participation rate | 12.5% | 74.3%-61.8pp | 68.0%-55.5pp | 82.0%-69.5pp |
| Annual return | 42.75% | 345.73%-303.0pp | 245.64%-202.9pp | 302.91%-260.2pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,599-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $20 | $6,154-99.7% | $4,882-99.6% | $11,248-99.8% |