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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 | $66,650 | $100,901-33.9% | $75,670-11.9% | $147,585-54.8% |
| Participation rate | 46.2% | 77.1%-31.0pp | 72.3%-26.2pp | 82.8%-36.7pp |
| Annual return | 14.37% | 35.78%-21.4pp | 27.34%-13.0pp | 578.57%-564.2pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $292 | $11,285-97.4% | $5,800-95.0% | $10,885-97.3% |