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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 | $228,156 | $108,882+109.5% | $96,754+135.8% | $154,746+47.4% |
| Participation rate | 25.0% | 75.1%-50.1pp | 70.3%-45.3pp | 80.7%-55.7pp |
| Annual return | 51.16% | 98.39%-47.2pp | 82.04%-30.9pp | 172.34%-121.2pp |
| Employer contribution / active EE | $500 | $3,018-83.4% | $2,679-81.3% | $4,379-88.6% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |