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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 | $45,445 | $100,139-54.6% | $85,187-46.7% | $145,884-68.8% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 11.09% | 84.15%-73.1pp | 66.67%-55.6pp | 551.85%-540.8pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,050 | $5,296-80.2% | $4,525-76.8% | $6,690-84.3% |
| Admin fee / account holder | $164 | $7,262-97.7% | $6,162-97.3% | $13,392-98.8% |