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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 | $105,064 | $101,063+4.0% | $81,473+29.0% | $147,586-28.8% |
| Participation rate | 40.0% | 74.5%-34.5pp | 68.0%-28.0pp | 82.8%-42.8pp |
| Annual return | 15.68% | 32.41%-16.7pp | 38.78%-23.1pp | 578.59%-562.9pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,986 | $4,242-53.2% | $3,537-43.9% | $5,439-63.5% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |