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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 | $123,281 | $108,685+13.4% | $74,719+65.0% | $152,885-19.4% |
| Participation rate | 8.3% | 65.3%-57.0pp | 54.5%-46.1pp | 82.5%-74.1pp |
| Annual return | 0.81% | 114.09%-113.3pp | 753.05%-752.2pp | 345.39%-344.6pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,905-100.0% | $3,334-100.0% | $11,598-100.0% |