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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 | $143,676 | $118,919+20.8% | $88,538+62.3% | $152,897-6.0% |
| Participation rate | 50.0% | 73.4%-23.4pp | 68.7%-18.7pp | 82.5%-32.5pp |
| Annual return | 15.89% | 47.92%-32.0pp | 43.64%-27.8pp | 345.43%-329.5pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $3,549-100.0% | $2,914-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,599-100.0% |