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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 | $90,321 | $124,336-27.4% | $111,303-18.9% | $167,518-46.1% |
| Participation rate | 30.0% | 79.6%-49.6pp | 77.3%-47.3pp | 82.1%-52.1pp |
| Annual return | 16.96% | 37.45%-20.5pp | 54.66%-37.7pp | 478.71%-461.8pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $209 | $10,623-98.0% | $7,966-97.4% | $12,312-98.3% |