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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 | $90,042 | $96,678-6.9% | $86,640+3.9% | $139,466-35.4% |
| Participation rate | 6.7% | 74.4%-67.7pp | 71.7%-65.0pp | 80.3%-73.7pp |
| Annual return | 41.95% | 106.69%-64.7pp | 592.52%-550.6pp | 373.66%-331.7pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |