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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 | $115,409 | $93,346+23.6% | $71,796+60.7% | $273,972-57.9% |
| Participation rate | 22.2% | 76.5%-54.3pp | 69.1%-46.9pp | 83.0%-60.8pp |
| Annual return | 26.04% | 130.39%-104.3pp | 78.04%-52.0pp | 41.46%-15.4pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $63 | $6,571-99.0% | $4,815-98.7% | $10,133-99.4% |