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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 | $157,357 | $76,519+105.6% | $56,025+180.9% | $145,897+7.9% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 5.44% | 3017.03%-3011.6pp | 1712.69%-1707.2pp | 552.29%-546.8pp |
| Employer contribution / active EE | $930 | $1,383-32.8% | $1,042-10.7% | $4,663-80.1% |
| Participant deferral / active EE | $4,393 | $2,624+67.4% | $1,955+124.8% | $6,689-34.3% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |