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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 | $118,633 | $77,449+53.2% | $69,483+70.7% | $152,909-22.4% |
| Participation rate | 5.6% | 78.1%-72.5pp | 74.6%-69.0pp | 82.5%-76.9pp |
| Annual return | 0.00% | 39.09%-39.1pp | 28.99%-29.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15 | $6,210-99.8% | $3,841-99.6% | $11,601-99.9% |