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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 | $94,783 | $57,305+65.4% | $86,640+9.4% | $75,173+26.1% |
| Participation rate | 46.7% | 63.2%-16.5pp | 71.7%-25.0pp | 67.2%-20.5pp |
| Annual return | 17.19% | 2674.24%-2657.0pp | 592.52%-575.3pp | 160.72%-143.5pp |
| Employer contribution / active EE | $1,329 | $2,316-42.6% | $3,024-56.0% | $2,671-50.2% |
| Participant deferral / active EE | $4,265 | $3,320+28.5% | $4,438-3.9% | $4,126+3.4% |
| Admin fee / account holder | $0 | $4,116-100.0% | $5,616-100.0% | $5,651-100.0% |