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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 | $131,089 | $60,442+116.9% | $96,754+35.5% | $87,485+49.8% |
| Participation rate | 4.0% | 58.7%-54.7pp | 70.3%-66.3pp | 68.9%-64.9pp |
| Annual return | 14.56% | 21.97%-7.4pp | 82.04%-67.5pp | 26.06%-11.5pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,280-100.0% | $4,758-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $5,069-100.0% | $8,905-100.0% | $7,775-100.0% |