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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 | $61,266 | $65,696-6.7% | $56,429+8.6% | $147,585-58.5% |
| Participation rate | 62.5% | 85.5%-23.0pp | 80.0%-17.5pp | 82.8%-20.3pp |
| Annual return | 23.39% | 13.32%+10.1pp | 19.04%+4.4pp | 578.58%-555.2pp |
| Employer contribution / active EE | $0 | $4,121-100.0% | $3,405-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,409 | $4,876+52.0% | $3,951+87.5% | $5,439+36.2% |
| Admin fee / account holder | $23 | $5,947-99.6% | $4,466-99.5% | $10,886-99.8% |