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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 | $175,148 | $129,239+35.5% | $93,419+87.5% | $158,966+10.2% |
| Participation rate | 28.6% | 70.9%-42.4pp | 66.8%-38.2pp | 82.0%-53.4pp |
| Annual return | 18.18% | 118.21%-100.0pp | 78.05%-59.9pp | 302.95%-284.8pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $3,909-100.0% | $3,126-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,250-100.0% |