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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 | $103,278 | $112,729-8.4% | $98,716+4.6% | $137,256-24.8% |
| Participation rate | 10.0% | 74.2%-64.2pp | 69.3%-59.3pp | 80.0%-70.0pp |
| Annual return | 3143.66% | 38.48%+3105.2pp | 31.81%+3111.8pp | 220.34%+2923.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |