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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 | $100,370 | $76,519+31.2% | $56,025+79.2% | $145,897-31.2% |
| Participation rate | 35.0% | 63.2%-28.2pp | 52.5%-17.5pp | 80.3%-45.3pp |
| Annual return | 10.20% | 3017.03%-3006.8pp | 1712.69%-1702.5pp | 552.29%-542.1pp |
| Employer contribution / active EE | $388 | $1,383-72.0% | $1,042-62.8% | $4,663-91.7% |
| Participant deferral / active EE | $1,393 | $2,624-46.9% | $1,955-28.7% | $6,689-79.2% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |