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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 | $127,100 | $884,045-85.6% | $453,569-72.0% | $167,553-24.1% |
| Participation rate | 16.7% | 81.6%-64.9pp | 78.0%-61.4pp | 82.1%-65.4pp |
| Annual return | 35.32% | 29.49%+5.8pp | 64.43%-29.1pp | 478.89%-443.6pp |
| Employer contribution / active EE | $0 | $5,538-100.0% | $4,072-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $7,898-100.0% | $6,211-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $22,063-100.0% | $11,214-100.0% | $12,316-100.0% |