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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 | $226,395 | $88,815+154.9% | $81,882+176.5% | $145,897+55.2% |
| Participation rate | 31.8% | 75.1%-43.3pp | 72.4%-40.6pp | 80.3%-48.5pp |
| Annual return | 13.71% | 1033.75%-1020.0pp | 779.47%-765.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,327 | $3,086-57.0% | $2,916-54.5% | $4,663-71.5% |
| Participant deferral / active EE | $3,441 | $4,647-26.0% | $4,323-20.4% | $6,689-48.6% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |