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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 | $123,963 | $755,339-83.6% | $379,746-67.4% | $158,982-22.0% |
| Participation rate | 66.7% | 81.8%-15.1pp | 78.4%-11.8pp | 82.0%-15.3pp |
| Annual return | 5.17% | 53.41%-48.2pp | 34.90%-29.7pp | 302.99%-297.8pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5 | $14,482-100.0% | $7,927-99.9% | $11,252-100.0% |