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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 | $63,882 | $99,652-35.9% | $78,778-18.9% | $147,586-56.7% |
| Participation rate | 20.0% | 76.2%-56.2pp | 69.2%-49.2pp | 82.8%-62.8pp |
| Annual return | 29.88% | 47.28%-17.4pp | 35.62%-5.7pp | 578.59%-548.7pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $168 | $7,155-97.7% | $5,134-96.7% | $10,886-98.5% |