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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 | $155,053 | $72,071+115.1% | $68,368+126.8% | $137,256+13.0% |
| Participation rate | 16.7% | 76.2%-59.6pp | 73.8%-57.1pp | 80.0%-63.3pp |
| Annual return | 20.76% | 353.14%-332.4pp | 292.57%-271.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $447 | $2,788-84.0% | $2,649-83.1% | $4,156-89.2% |
| Participant deferral / active EE | $3,207 | $4,410-27.3% | $4,123-22.2% | $6,407-49.9% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |