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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 | $228,114 | $81,668+179.3% | $58,507+289.9% | $139,487+63.5% |
| Participation rate | 28.6% | 61.3%-32.8pp | 50.9%-22.3pp | 80.3%-51.8pp |
| Annual return | 16.90% | 7430.07%-7413.2pp | 4252.32%-4235.4pp | 373.84%-356.9pp |
| Employer contribution / active EE | $743 | $1,398-46.8% | $1,053-29.4% | $4,755-84.4% |
| Participant deferral / active EE | $8,277 | $2,554+224.1% | $1,922+330.6% | $6,713+23.3% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |