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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 | $199,292 | $100,139+99.0% | $85,187+133.9% | $145,884+36.6% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 9.44% | 84.15%-74.7pp | 66.67%-57.2pp | 551.85%-542.4pp |
| Employer contribution / active EE | $744 | $3,238-77.0% | $2,732-72.8% | $4,662-84.0% |
| Participant deferral / active EE | $4,600 | $5,296-13.1% | $4,525+1.7% | $6,690-31.2% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |