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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 | $190,005 | $169,161+12.3% | $129,295+47.0% | $145,959+30.2% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 26.66% | 14348.07%-14321.4pp | 9429.28%-9402.6pp | 561.95%-535.3pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |