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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 | $67,823+240.0% | $52,425+339.9% | $137,256+68.0% |
| Participation rate | 23.5% | 63.9%-40.4pp | 55.6%-32.1pp | 80.0%-56.4pp |
| Annual return | 16.85% | 219.11%-202.3pp | 302.12%-285.3pp | 220.34%-203.5pp |
| Employer contribution / active EE | $118 | $1,163-89.9% | $914-87.1% | $4,156-97.2% |
| Participant deferral / active EE | $1,794 | $2,288-21.6% | $1,790+0.2% | $6,407-72.0% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |