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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 | $53,818 | $81,664-34.1% | $70,476-23.6% | $158,966-66.1% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 13.33% | 208.59%-195.3pp | 109.12%-95.8pp | 302.95%-289.6pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,448 | $4,556-46.3% | $3,710-34.0% | $5,983-59.1% |
| Admin fee / account holder | $264 | $6,197-95.7% | $3,847-93.1% | $11,250-97.7% |