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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 | $65,543 | $53,774+21.9% | $134,162-51.1% | $79,856-17.9% |
| Participation rate | 56.9% | 58.8%-1.9pp | 72.2%-15.3pp | 69.6%-12.8pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.35%-36.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $3,985-100.0% | $6,685-100.0% | $5,306-100.0% |