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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 | $76,634+133.1% | $56,054+218.7% | $145,978+22.4% |
| Participation rate | 10.5% | 63.2%-52.7pp | 52.5%-42.0pp | 80.3%-69.8pp |
| Annual return | 11.30% | 3004.33%-2993.0pp | 1705.95%-1694.6pp | 550.52%-539.2pp |
| Employer contribution / active EE | $319 | $1,380-76.9% | $1,039-69.3% | $4,662-93.2% |
| Participant deferral / active EE | $318 | $2,622-87.9% | $1,952-83.7% | $6,690-95.2% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |