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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 | $102,489 | $29,319+249.6% | $52,425+95.5% | $82,448+24.3% |
| Participation rate | 8.2% | 46.9%-38.7pp | 55.6%-47.5pp | 68.1%-59.9pp |
| Annual return | 26.10% | 535.20%-509.1pp | 302.12%-276.0pp | 41.64%-15.5pp |
| Employer contribution / active EE | $366 | $586-37.6% | $914-60.0% | $2,551-85.7% |
| Participant deferral / active EE | $938 | $1,171-19.9% | $1,790-47.6% | $4,139-77.3% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |