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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 | $228,787 | $111,785+104.7% | $93,669+144.3% | $145,877+56.8% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 9.64% | 203.79%-194.1pp | 133.59%-124.0pp | 551.28%-541.6pp |
| Employer contribution / active EE | $892 | $3,096-71.2% | $2,424-63.2% | $4,663-80.9% |
| Participant deferral / active EE | $6,100 | $4,919+24.0% | $4,416+38.1% | $6,691-8.8% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |