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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 | $85,597 | $118,467-27.7% | $98,450-13.1% | $139,456-38.6% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 14.94% | 18.95%-4.0pp | 21.16%-6.2pp | 373.45%-358.5pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,739-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $14,057-100.0% | $8,961-100.0% | $11,407-100.0% |