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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 | $46,508 | $98,766-52.9% | $149,730-68.9% | $79,852-41.8% |
| Participation rate | 68.3% | 75.8%-7.5pp | 82.5%-14.2pp | 69.6%-1.3pp |
| Annual return | 23.89% | 27.43%-3.5pp | 276.70%-252.8pp | 31.72%-7.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,706 | $5,681-34.8% | $6,843-45.8% | $3,740-0.9% |
| Admin fee / account holder | $0 | $6,052-100.0% | $9,310-100.0% | $5,306-100.0% |