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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 | $190,787 | $97,881+94.9% | $80,004+138.5% | $125,393+52.2% |
| Participation rate | 33.3% | 77.9%-44.5pp | 73.0%-39.7pp | 83.2%-49.9pp |
| Annual return | 4.10% | 9.36%-5.3pp | 7.63%-3.5pp | 282.23%-278.1pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,351-100.0% |
| Admin fee / account holder | $120 | $6,278-98.1% | $5,033-97.6% | $9,541-98.7% |