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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 | $246,808 | $118,695+107.9% | $98,916+149.5% | $158,950+55.3% |
| Participation rate | 30.0% | 77.8%-47.8pp | 76.0%-46.0pp | 82.0%-52.0pp |
| Annual return | 21.91% | 372.39%-350.5pp | 196.45%-174.5pp | 302.91%-281.0pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13 | $10,132-99.9% | $6,642-99.8% | $11,248-99.9% |