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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 | $69,118+215.6% | $53,647+306.6% | $138,895+57.0% |
| Participation rate | 9.1% | 64.0%-54.9pp | 56.3%-47.2pp | 79.9%-70.8pp |
| Annual return | 19.06% | 248.26%-229.2pp | 358.33%-339.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $230 | $1,189-80.6% | $962-76.0% | $4,194-94.5% |
| Participant deferral / active EE | $260 | $2,274-88.6% | $1,813-85.7% | $6,396-95.9% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |