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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 | $65,563 | $70,418-6.9% | $96,570-32.1% | $85,847-23.6% |
| Participation rate | 11.6% | 61.8%-50.2pp | 69.8%-58.2pp | 69.3%-57.7pp |
| Annual return | 21.47% | 18.59%+2.9pp | 37.79%-16.3pp | 318.61%-297.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,537 | $2,894-46.9% | $3,849-60.1% | $3,952-61.1% |
| Admin fee / account holder | $0 | $4,995-100.0% | $6,182-100.0% | $6,261-100.0% |