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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 | $233,978 | $67,823+245.0% | $52,425+346.3% | $137,256+70.5% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 17.58% | 219.11%-201.5pp | 302.12%-284.5pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,693 | $1,163+45.6% | $914+85.2% | $4,156-59.3% |
| Participant deferral / active EE | $7,833 | $2,288+242.4% | $1,790+337.5% | $6,407+22.3% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |