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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 | $112,793 | $105,198+7.2% | $159,455-29.3% | $85,856+31.4% |
| Participation rate | 38.6% | 75.8%-37.2pp | 82.8%-44.2pp | 69.3%-30.7pp |
| Annual return | 13.30% | 45.08%-31.8pp | 263.63%-250.3pp | 318.58%-305.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,644 | $5,946-55.5% | $7,353-64.0% | $3,952-33.1% |
| Admin fee / account holder | $139 | $6,934-98.0% | $10,800-98.7% | $6,261-97.8% |