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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 | $247,748 | $70,418+251.8% | $96,570+156.5% | $85,847+188.6% |
| Participation rate | 1.9% | 61.8%-60.0pp | 69.8%-68.0pp | 69.3%-67.5pp |
| Annual return | 25.00% | 18.59%+6.4pp | 37.79%-12.8pp | 318.61%-293.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,995-100.0% | $6,182-100.0% | $6,261-100.0% |