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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 | $118,153 | $108,212+9.2% | $77,513+52.4% | $158,966-25.7% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.95%-302.9pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |