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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 | $53,675 | $97,078-44.7% | $103,065-47.9% | $145,897-63.2% |
| Participation rate | 58.8% | 81.1%-22.3pp | 80.6%-21.7pp | 80.3%-21.5pp |
| Annual return | 28.01% | 25.49%+2.5pp | 23.95%+4.1pp | 552.29%-524.3pp |
| Employer contribution / active EE | $0 | $4,680-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,486 | $6,601-16.9% | $6,625-17.2% | $6,689-18.0% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,349-100.0% | $13,390-100.0% |