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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 | $52,246 | $111,233-53.0% | - | $145,978-64.2% |
| Participation rate | 36.4% | 68.6%-32.3pp | - | 80.3%-43.9pp |
| Annual return | 13.23% | 21.25%-8.0pp | - | 550.52%-537.3pp |
| Employer contribution / active EE | $0 | $5,741-100.0% | - | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,626-100.0% | - | $6,690-100.0% |
| Admin fee / account holder | $0 | $6,147-100.0% | - | $13,400-100.0% |