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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 | $62,283 | $105,856-41.2% | $90,161-30.9% | $147,586-57.8% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 21.80% | 37.63%-15.8pp | 34.89%-13.1pp | 578.59%-556.8pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,140 | $5,733-62.7% | $5,287-59.5% | $5,439-60.7% |
| Admin fee / account holder | $5 | $8,046-99.9% | $5,943-99.9% | $10,886-100.0% |