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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 | $140,116 | $217,432-35.6% | $185,849-24.6% | $167,536-16.4% |
| Participation rate | 22.2% | 86.1%-63.8pp | 81.7%-59.5pp | 82.1%-59.9pp |
| Annual return | 26.79% | 148.42%-121.6pp | 122.10%-95.3pp | 478.82%-452.0pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,667 | $6,357-42.3% | $5,569-34.2% | $6,342-42.2% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |