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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 | $177,701 | $118,875+49.5% | $96,572+84.0% | $167,553+6.1% |
| Participation rate | 16.7% | 75.5%-58.8pp | 69.8%-53.2pp | 82.1%-65.4pp |
| Annual return | 42.98% | 50.50%-7.5pp | 37.79%+5.2pp | 478.89%-435.9pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |