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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 | $102,250 | $116,203-12.0% | $93,621+9.2% | $152,897-33.1% |
| Participation rate | 46.7% | 78.1%-31.4pp | 75.8%-29.2pp | 82.5%-35.8pp |
| Annual return | 23.02% | 35.96%-12.9pp | 32.76%-9.7pp | 345.43%-322.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,893 | $4,605-58.9% | $4,070-53.5% | $5,851-67.7% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |