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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 | $149,767 | $169,361-11.6% | $129,397+15.7% | $145,877+2.7% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 18.16% | 14395.54%-14377.4pp | 9453.98%-9435.8pp | 551.28%-533.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $15 | $9,903-99.8% | $7,679-99.8% | $13,402-99.9% |