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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 | $202,625 | $29,733+581.5% | $56,025+261.7% | $80,959+150.3% |
| Participation rate | 2.8% | 41.7%-38.9pp | 52.5%-49.7pp | 67.7%-64.9pp |
| Annual return | 24.91% | 35.28%-10.4pp | 1712.69%-1687.8pp | 35.67%-10.8pp |
| Employer contribution / active EE | $166 | $672-75.3% | $1,042-84.0% | $2,757-94.0% |
| Participant deferral / active EE | $645 | $1,229-47.6% | $1,955-67.0% | $4,300-85.0% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |