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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 | $110,000 | $96,508+14.0% | $75,901+44.9% | $152,897-28.1% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.3%-35.9pp | 82.5%-49.1pp |
| Annual return | 0.00% | 33.99%-34.0pp | 30.76%-30.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $30 | $8,081-99.6% | $5,420-99.4% | $11,599-99.7% |