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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 | $154,917 | $108,285+43.1% | $77,552+99.8% | $158,982-2.6% |
| Participation rate | 16.7% | 64.4%-47.8pp | 54.2%-37.5pp | 82.0%-65.3pp |
| Annual return | 15.83% | 31.69%-15.9pp | 54.82%-39.0pp | 302.99%-287.2pp |
| Employer contribution / active EE | $551 | $1,325-58.4% | $987-44.1% | $4,763-88.4% |
| Participant deferral / active EE | $2,287 | $2,455-6.8% | $1,861+22.9% | $5,983-61.8% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |