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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 | $125,185 | $127,779-2.0% | $106,551+17.5% | $167,518-25.3% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 19.32% | 33.87%-14.6pp | 26.80%-7.5pp | 478.71%-459.4pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,277 | $5,088-15.9% | $4,398-2.8% | $6,342-32.6% |
| Admin fee / account holder | $6 | $11,228-100.0% | $7,408-99.9% | $12,312-100.0% |