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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 | $186,574 | $67,823+175.1% | $52,425+255.9% | $137,256+35.9% |
| Participation rate | 42.9% | 63.9%-21.1pp | 55.6%-12.8pp | 80.0%-37.1pp |
| Annual return | 15.63% | 219.11%-203.5pp | 302.12%-286.5pp | 220.34%-204.7pp |
| Employer contribution / active EE | $921 | $1,163-20.8% | $914+0.7% | $4,156-77.8% |
| Participant deferral / active EE | $2,343 | $2,288+2.4% | $1,790+30.9% | $6,407-63.4% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |