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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 | $55,633 | $53,127+4.7% | $86,597-35.8% | $70,131-20.7% |
| Participation rate | 29.9% | 65.3%-35.4pp | 73.5%-43.7pp | 69.5%-39.7pp |
| Annual return | 17.71% | 27.66%-9.9pp | 964.96%-947.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,034 | $2,696-61.7% | $3,609-71.4% | $3,332-69.0% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |