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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 | $129,504 | $156,616-17.3% | $133,346-2.9% | $198,609-34.8% |
| Participation rate | 28.6% | 77.7%-49.1pp | 72.8%-44.3pp | 82.4%-53.8pp |
| Annual return | 8.18% | 44.25%-36.1pp | 36.85%-28.7pp | 202.70%-194.5pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |