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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 | $249,112 | $93,598+166.2% | $135,974+83.2% | $75,173+231.4% |
| Participation rate | 18.6% | 75.2%-56.6pp | 81.9%-63.3pp | 67.2%-48.6pp |
| Annual return | 18.62% | 30.89%-12.3pp | 68.30%-49.7pp | 160.72%-142.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |