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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 | $218,112 | $67,823+221.6% | $52,425+316.0% | $137,256+58.9% |
| Participation rate | 9.1% | 63.9%-54.8pp | 55.6%-46.5pp | 80.0%-70.9pp |
| Annual return | 19.06% | 219.11%-200.0pp | 302.12%-283.1pp | 220.34%-201.3pp |
| Employer contribution / active EE | $230 | $1,163-80.2% | $914-74.8% | $4,156-94.5% |
| Participant deferral / active EE | $260 | $2,288-88.6% | $1,790-85.5% | $6,407-95.9% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |