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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 | $75,349 | $77,449-2.7% | $69,483+8.4% | $152,909-50.7% |
| Participation rate | 11.1% | 78.1%-67.0pp | 74.6%-63.5pp | 82.5%-71.3pp |
| Annual return | 25.56% | 39.09%-13.5pp | 28.99%-3.4pp | 345.46%-319.9pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |