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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 | $29,716+581.9% | $56,077+261.3% | $80,925+150.4% |
| Participation rate | 2.8% | 41.7%-38.9pp | 52.5%-49.7pp | 67.7%-64.9pp |
| Annual return | 24.91% | 35.30%-10.4pp | 1709.28%-1684.4pp | 35.65%-10.7pp |
| Employer contribution / active EE | $166 | $671-75.2% | $1,040-84.0% | $2,756-94.0% |
| Participant deferral / active EE | $645 | $1,228-47.5% | $1,954-67.0% | $4,299-85.0% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |