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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 | $229,163 | $82,630+177.3% | $64,105+257.5% | $125,389+82.8% |
| Participation rate | 25.0% | 75.9%-50.9pp | 68.2%-43.2pp | 83.2%-58.2pp |
| Annual return | 1.90% | 1489.72%-1487.8pp | 791.24%-789.3pp | 282.24%-280.3pp |
| Employer contribution / active EE | $1,113 | $2,671-58.3% | $1,820-38.8% | $4,866-77.1% |
| Participant deferral / active EE | $2,543 | $3,608-29.5% | $2,822-9.9% | $5,352-52.5% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |