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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 | $174,271 | $39,028+346.5% | $80,741+115.8% | $85,856+103.0% |
| Participation rate | 3.1% | 41.6%-38.4pp | 54.2%-51.0pp | 69.3%-66.2pp |
| Annual return | 15.40% | 26.31%-10.9pp | 87.30%-71.9pp | 318.58%-303.2pp |
| Employer contribution / active EE | $201 | $722-72.1% | $1,160-82.6% | $2,565-92.1% |
| Participant deferral / active EE | $547 | $1,326-58.8% | $2,145-74.5% | $3,952-86.2% |
| Admin fee / account holder | $6 | $2,429-99.8% | $3,380-99.8% | $6,261-99.9% |