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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 | $104,199 | $63,346+64.5% | $92,240+13.0% | $70,126+48.6% |
| Participation rate | 57.1% | 68.7%-11.5pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 13.77% | 530.19%-516.4pp | 176.29%-162.5pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,893 | $2,854+71.5% | $3,897+25.6% | $3,332+46.9% |
| Admin fee / account holder | $50 | $3,841-98.7% | $5,194-99.0% | $4,645-98.9% |