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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 | $220,641 | $106,236+107.7% | $96,496+128.7% | $139,427+58.2% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 15.01% | 38.43%-23.4pp | 35.70%-20.7pp | 373.27%-358.3pp |
| Employer contribution / active EE | $1,261 | $4,104-69.3% | $3,738-66.3% | $4,752-73.5% |
| Participant deferral / active EE | $9,236 | $5,455+69.3% | $4,879+89.3% | $6,711+37.6% |
| Admin fee / account holder | $0 | $7,879-100.0% | $6,731-100.0% | $11,404-100.0% |