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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 | $49,673 | $102,429-51.5% | $147,096-66.2% | $80,925-38.6% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.7%-8.4pp |
| Annual return | 25.65% | 135.02%-109.4pp | 419.75%-394.1pp | 35.65%-10.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,715 | $6,649-14.0% | $8,071-29.2% | $4,299+33.0% |
| Admin fee / account holder | $55 | $7,957-99.3% | $13,005-99.6% | $6,940-99.2% |