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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 | $99,921-54.5% | $85,009-46.5% | $145,959-68.9% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 11.09% | 83.89%-72.8pp | 66.47%-55.4pp | 561.95%-550.9pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,050 | $5,293-80.2% | $4,522-76.8% | $6,689-84.3% |
| Admin fee / account holder | $164 | $7,252-97.7% | $6,153-97.3% | $13,398-98.8% |