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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 | $94,124 | $67,823+38.8% | $52,425+79.5% | $137,256-31.4% |
| Participation rate | 9.1% | 63.9%-54.8pp | 55.6%-46.5pp | 80.0%-70.9pp |
| Annual return | 26.22% | 219.11%-192.9pp | 302.12%-275.9pp | 220.34%-194.1pp |
| Employer contribution / active EE | $229 | $1,163-80.3% | $914-75.0% | $4,156-94.5% |
| Participant deferral / active EE | $1,972 | $2,288-13.8% | $1,790+10.2% | $6,407-69.2% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |