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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 | $163,201 | $60,119+171.5% | $90,414+80.5% | $79,860+104.4% |
| Participation rate | 40.6% | 65.0%-24.4pp | 72.7%-32.1pp | 69.6%-29.0pp |
| Annual return | 17.88% | 71.94%-54.1pp | 1293.19%-1275.3pp | 31.72%-13.8pp |
| Employer contribution / active EE | $1,764 | $2,068-14.7% | $3,262-45.9% | $2,471-28.6% |
| Participant deferral / active EE | $3,963 | $2,938+34.9% | $3,9630% | $3,740+6.0% |
| Admin fee / account holder | $19 | $3,976-99.5% | $5,611-99.7% | $5,306-99.6% |