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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 | $138,619 | $68,097+103.6% | $62,929+120.3% | $137,256+1.0% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 11.37% | 1859.11%-1847.7pp | 1063.93%-1052.6pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,282 | $2,811-54.4% | $2,505-48.8% | $4,156-69.2% |
| Participant deferral / active EE | $1,415 | $4,553-68.9% | $3,888-63.6% | $6,407-77.9% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |