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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 | $249,353 | $81,763+205.0% | $58,561+325.8% | $139,466+78.8% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 10.56% | 7427.77%-7417.2pp | 4251.33%-4240.8pp | 373.66%-363.1pp |
| Employer contribution / active EE | $500 | $1,398-64.2% | $1,053-52.5% | $4,754-89.5% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |