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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 | $69,118+169.9% | $53,647+247.8% | $138,895+34.3% |
| Participation rate | 42.9% | 64.0%-21.1pp | 56.3%-13.4pp | 79.9%-37.1pp |
| Annual return | 15.63% | 248.26%-232.6pp | 358.33%-342.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $921 | $1,189-22.6% | $962-4.3% | $4,194-78.1% |
| Participant deferral / active EE | $2,343 | $2,274+3.0% | $1,813+29.2% | $6,396-63.4% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |