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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 | $106,623 | $93,064+14.6% | $74,577+43.0% | $273,972-61.1% |
| Participation rate | 30.0% | 74.9%-44.9pp | 68.1%-38.1pp | 83.0%-53.0pp |
| Annual return | 722.17% | 26.18%+696.0pp | 20.47%+701.7pp | 41.46%+680.7pp |
| Employer contribution / active EE | $562 | $3,160-82.2% | $2,525-77.8% | $4,869-88.5% |
| Participant deferral / active EE | $3,504 | $4,160-15.8% | $3,458+1.3% | $5,287-33.7% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |