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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 | $107,809+111.6% | $97,032+135.1% | $155,188+47.0% |
| Participation rate | 25.0% | 75.5%-50.5pp | 71.6%-46.6pp | 80.8%-55.8pp |
| Annual return | 51.16% | 38.06%+13.1pp | 35.38%+15.8pp | 148.84%-97.7pp |
| Employer contribution / active EE | $500 | $2,911-82.8% | $2,629-81.0% | $4,248-88.2% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |