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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 | $142,156 | $29,319+384.9% | $52,425+171.2% | $82,448+72.4% |
| Participation rate | 7.7% | 46.9%-39.2pp | 55.6%-47.9pp | 68.1%-60.4pp |
| Annual return | 24.95% | 535.20%-510.2pp | 302.12%-277.2pp | 41.64%-16.7pp |
| Employer contribution / active EE | $99 | $586-83.2% | $914-89.2% | $2,551-96.1% |
| Participant deferral / active EE | $508 | $1,171-56.6% | $1,790-71.6% | $4,139-87.7% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |