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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 | $178,666 | $76,608+133.2% | $56,077+218.6% | $145,877+22.5% |
| Participation rate | 10.5% | 63.2%-52.7pp | 52.5%-42.0pp | 80.3%-69.8pp |
| Annual return | 11.30% | 3009.59%-2998.3pp | 1709.28%-1698.0pp | 551.28%-540.0pp |
| Employer contribution / active EE | $319 | $1,382-76.9% | $1,040-69.3% | $4,663-93.2% |
| Participant deferral / active EE | $318 | $2,624-87.9% | $1,954-83.7% | $6,691-95.2% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |