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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 | $230,606 | $69,118+233.6% | $53,647+329.9% | $138,895+66.0% |
| Participation rate | 23.5% | 64.0%-40.4pp | 56.3%-32.8pp | 79.9%-56.4pp |
| Annual return | 16.85% | 248.26%-231.4pp | 358.33%-341.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $118 | $1,189-90.1% | $962-87.8% | $4,194-97.2% |
| Participant deferral / active EE | $1,794 | $2,274-21.1% | $1,813-1.1% | $6,396-72.0% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |