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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 | $68,465 | $108,897-37.1% | $100,378-31.8% | $145,877-53.1% |
| Participation rate | 55.0% | 83.0%-28.0pp | 81.5%-26.5pp | 80.3%-25.3pp |
| Annual return | 13.88% | 58.17%-44.3pp | 49.41%-35.5pp | 551.28%-537.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,596 | $8,455-69.3% | $8,087-67.9% | $6,691-61.2% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |