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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 | $79,767 | $67,823+17.6% | $52,425+52.2% | $137,256-41.9% |
| Participation rate | 11.8% | 63.9%-52.1pp | 55.6%-43.9pp | 80.0%-68.2pp |
| Annual return | 22.64% | 219.11%-196.5pp | 302.12%-279.5pp | 220.34%-197.7pp |
| Employer contribution / active EE | $216 | $1,163-81.4% | $914-76.4% | $4,156-94.8% |
| Participant deferral / active EE | $1,650 | $2,288-27.9% | $1,790-7.8% | $6,407-74.2% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |