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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 | $193,463 | $104,937+84.4% | $84,628+128.6% | $152,897+26.5% |
| Participation rate | 27.3% | 74.8%-47.6pp | 68.2%-41.0pp | 82.5%-55.2pp |
| Annual return | 22.10% | 373.88%-351.8pp | 258.80%-236.7pp | 345.43%-323.3pp |
| Employer contribution / active EE | $528 | $3,303-84.0% | $2,653-80.1% | $4,764-88.9% |
| Participant deferral / active EE | $3,990 | $4,690-14.9% | $3,900+2.3% | $5,851-31.8% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |