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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 | $186,708 | $109,905+69.9% | $98,506+89.5% | $167,553+11.4% |
| Participation rate | 15.8% | 75.8%-60.0pp | 73.3%-57.6pp | 82.1%-66.3pp |
| Annual return | 10.73% | 1960.20%-1949.5pp | 1494.92%-1484.2pp | 478.89%-468.2pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,672 | $4,674-64.2% | $4,277-60.9% | $6,343-73.6% |
| Admin fee / account holder | $60 | $6,760-99.1% | $5,955-99.0% | $12,316-99.5% |