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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 | $236,672 | $76,368+209.9% | $67,681+249.7% | $154,746+52.9% |
| Participation rate | 17.4% | 79.0%-61.6pp | 73.7%-56.3pp | 80.7%-63.3pp |
| Annual return | 12.30% | 1066.77%-1054.5pp | 590.58%-578.3pp | 172.34%-160.0pp |
| Employer contribution / active EE | $434 | $3,151-86.2% | $2,678-83.8% | $4,379-90.1% |
| Participant deferral / active EE | $2,887 | $4,824-40.1% | $3,976-27.4% | $6,730-57.1% |
| Admin fee / account holder | $183 | $8,559-97.9% | $6,100-97.0% | $14,365-98.7% |