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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 | $208,816 | $116,203+79.7% | $93,621+123.0% | $152,909+36.6% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.8%-35.8pp | 82.5%-42.5pp |
| Annual return | 16.10% | 35.96%-19.9pp | 32.76%-16.7pp | 345.46%-329.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,301 | $4,605+15.1% | $4,070+30.3% | $5,851-9.4% |
| Admin fee / account holder | $27 | $10,751-99.7% | $7,890-99.7% | $11,601-99.8% |