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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 | $108,159 | $95,580+13.2% | $76,872+40.7% | $139,466-22.4% |
| Participation rate | 25.0% | 74.0%-49.0pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 46.24% | 55.00%-8.8pp | 37.90%+8.3pp | 373.66%-327.4pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,476-100.0% | $11,409-100.0% |