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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 | $90,217 | $97,125-7.1% | $86,233+4.6% | $137,256-34.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 12.20% | 74.19%-62.0pp | 61.39%-49.2pp | 220.34%-208.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,117 | $5,180-78.4% | $4,559-75.5% | $6,407-82.6% |
| Admin fee / account holder | $134 | $9,725-98.6% | $8,342-98.4% | $12,270-98.9% |