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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 | $50,572 | $114,013-55.6% | $103,693-51.2% | $155,188-67.4% |
| Participation rate | 17.6% | 75.2%-57.6pp | 72.6%-55.0pp | 80.8%-63.2pp |
| Annual return | 37.85% | 49.31%-11.5pp | 47.61%-9.8pp | 148.84%-111.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |