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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 | $76,634+105.3% | $56,054+180.7% | $145,978+7.8% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 5.44% | 3004.33%-2998.9pp | 1705.95%-1700.5pp | 550.52%-545.1pp |
| Employer contribution / active EE | $930 | $1,380-32.6% | $1,039-10.5% | $4,662-80.0% |
| Participant deferral / active EE | $4,393 | $2,622+67.5% | $1,952+125.0% | $6,690-34.3% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |