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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 | $190,419 | $108,695+75.2% | $74,722+154.8% | $152,897+24.5% |
| Participation rate | 50.0% | 65.4%-15.4pp | 54.5%-4.5pp | 82.5%-32.5pp |
| Annual return | 124.01% | 114.11%+9.9pp | 753.11%-629.1pp | 345.43%-221.4pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4 | $4,906-99.9% | $3,335-99.9% | $11,599-100.0% |