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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 | $109,619 | $95,867+14.3% | $79,551+37.8% | $134,493-18.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | 23.37% | -2.73%+26.1pp | 0.14%+23.2pp | 418.01%-394.6pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $4,692-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $9,127-100.0% | $6,833-100.0% | $11,425-100.0% |