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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 | $173,563 | $52,519+230.5% | $155,789+11.4% | $59,633+191.0% |
| Participation rate | 34.5% | 61.7%-27.2pp | 76.1%-41.6pp | 68.7%-34.2pp |
| Annual return | -1.35% | 53.51%-54.9pp | 71.54%-72.9pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,798-100.0% | $3,192-100.0% |
| Admin fee / account holder | $190 | $3,540-94.6% | $7,477-97.5% | $4,297-95.6% |