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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 | $88,754+155.1% | $81,820+176.7% | $145,877+55.2% |
| Participation rate | 31.8% | 75.1%-43.3pp | 72.4%-40.6pp | 80.3%-48.5pp |
| Annual return | 13.71% | 1031.77%-1018.1pp | 777.93%-764.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,327 | $3,085-57.0% | $2,915-54.5% | $4,663-71.5% |
| Participant deferral / active EE | $3,441 | $4,648-26.0% | $4,323-20.4% | $6,691-48.6% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |