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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 | $92,037 | $106,588-13.7% | $94,215-2.3% | $155,188-40.7% |
| Participation rate | 33.3% | 74.3%-40.9pp | 70.0%-36.6pp | 80.8%-47.5pp |
| Annual return | 8.76% | 29.39%-20.6pp | 28.22%-19.5pp | 148.84%-140.1pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,200 | $4,802-75.0% | $4,276-71.9% | $6,531-81.6% |
| Admin fee / account holder | $0 | $12,281-100.0% | $10,216-100.0% | $14,480-100.0% |