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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 | $170,885 | $103,038+65.8% | $90,324+89.2% | $152,909+11.8% |
| Participation rate | 7.7% | 75.9%-68.2pp | 73.3%-65.6pp | 82.5%-74.8pp |
| Annual return | 21.93% | 95.25%-73.3pp | 78.15%-56.2pp | 345.46%-323.5pp |
| Employer contribution / active EE | $497 | $3,141-84.2% | $2,856-82.6% | $4,764-89.6% |
| Participant deferral / active EE | $1,923 | $4,282-55.1% | $3,885-50.5% | $5,851-67.1% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |