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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 | $242,217 | $108,695+122.8% | $74,722+224.2% | $152,897+58.4% |
| Participation rate | 33.3% | 65.4%-32.0pp | 54.5%-21.1pp | 82.5%-49.1pp |
| Annual return | 13.25% | 114.11%-100.9pp | 753.11%-739.9pp | 345.43%-332.2pp |
| Employer contribution / active EE | $1,518 | $1,504+0.9% | $1,084+40.0% | $4,764-68.1% |
| Participant deferral / active EE | $1,733 | $2,712-36.1% | $1,963-11.7% | $5,851-70.4% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |