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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 | $65,870 | $83,908-21.5% | $68,509-3.9% | $125,389-47.5% |
| Participation rate | 53.3% | 78.2%-24.8pp | 74.7%-21.4pp | 83.2%-29.9pp |
| Annual return | 89.33% | 14.48%+74.9pp | 8.27%+81.1pp | 282.24%-192.9pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,765 | $4,125-8.7% | $3,382+11.3% | $5,352-29.6% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |