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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 | $173,917 | $98,766+76.1% | $149,730+16.2% | $79,852+117.8% |
| Participation rate | 19.0% | 75.8%-56.8pp | 82.5%-63.5pp | 69.6%-50.7pp |
| Annual return | 25.18% | 27.43%-2.3pp | 276.70%-251.5pp | 31.72%-6.5pp |
| Employer contribution / active EE | $694 | $3,217-78.4% | $4,645-85.1% | $2,471-71.9% |
| Participant deferral / active EE | $3,412 | $5,681-39.9% | $6,843-50.1% | $3,740-8.8% |
| Admin fee / account holder | $0 | $6,052-100.0% | $9,310-100.0% | $5,306-100.0% |