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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 | $86,897 | $117,433-26.0% | $99,475-12.6% | $152,897-43.2% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.5%-32.5pp |
| Annual return | 18.42% | 31.87%-13.5pp | 30.72%-12.3pp | 345.43%-327.0pp |
| Employer contribution / active EE | $3,250 | $3,013+7.9% | $2,540+28.0% | $4,764-31.8% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |