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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 | $124,275 | $154,365-19.5% | $130,231-4.6% | $139,456-10.9% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.3%-26.3pp | 80.3%-30.3pp |
| Annual return | 36.72% | 30.34%+6.4pp | 38.77%-2.1pp | 373.45%-336.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $8,498-100.0% | $6,799-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $9,214-100.0% | $6,020-100.0% | $11,407-100.0% |