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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 | $110,910 | $117,433-5.6% | $99,475+11.5% | $152,897-27.5% |
| Participation rate | 25.0% | 77.5%-52.5pp | 73.8%-48.8pp | 82.5%-57.5pp |
| Annual return | 12.08% | 31.87%-19.8pp | 30.72%-18.6pp | 345.43%-333.4pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |