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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 | $73,709 | $103,392-28.7% | $87,104-15.4% | $152,897-51.8% |
| Participation rate | 44.4% | 79.4%-34.9pp | 76.9%-32.4pp | 82.5%-38.0pp |
| Annual return | 14.15% | 28.10%-14.0pp | 28.19%-14.0pp | 345.43%-331.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,758 | $4,778-21.3% | $4,048-7.2% | $5,851-35.8% |
| Admin fee / account holder | $272 | $12,194-97.8% | $7,491-96.4% | $11,599-97.7% |