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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 | $68,508 | $84,236-18.7% | $170,435-59.8% | $70,126-2.3% |
| Participation rate | 48.5% | 70.8%-22.3pp | 83.6%-35.1pp | 69.5%-21.1pp |
| Annual return | 20.17% | 23.06%-2.9pp | 205.94%-185.8pp | 73.15%-53.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,226 | $3,086-27.9% | $4,939-54.9% | $3,332-33.2% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |