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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 | $228,702 | $84,713+170.0% | $75,717+202.0% | $167,518+36.5% |
| Participation rate | 14.3% | 77.8%-63.5pp | 74.8%-60.5pp | 82.1%-67.8pp |
| Annual return | 11.96% | 199.49%-187.5pp | 104.58%-92.6pp | 478.71%-466.7pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,286 | $4,578-71.9% | $3,821-66.3% | $6,342-79.7% |
| Admin fee / account holder | $35 | $5,357-99.3% | $3,619-99.0% | $12,312-99.7% |