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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 | $149,703 | $77,449+93.3% | $69,483+115.5% | $152,909-2.1% |
| Participation rate | 28.6% | 78.1%-49.5pp | 74.6%-46.0pp | 82.5%-53.9pp |
| Annual return | 24.58% | 39.09%-14.5pp | 28.99%-4.4pp | 345.46%-320.9pp |
| 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% |