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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 | $137,107 | $105,856+29.5% | $90,161+52.1% | $147,586-7.1% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.5pp | 82.8%-49.5pp |
| Annual return | 12.37% | 37.63%-25.3pp | 34.89%-22.5pp | 578.59%-566.2pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,326 | $5,733-24.5% | $5,287-18.2% | $5,439-20.5% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |