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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 | $215,326 | $72,465+197.1% | $67,575+218.6% | $145,884+47.6% |
| Participation rate | 12.5% | 76.9%-64.4pp | 72.9%-60.4pp | 80.3%-67.8pp |
| Annual return | 14.69% | 7222.56%-7207.9pp | 3528.98%-3514.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |