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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 | $63,949+105.0% | $129,031+1.6% | $94,015+39.4% |
| Participation rate | 4.0% | 63.4%-59.4pp | 73.4%-69.4pp | 70.8%-66.8pp |
| Annual return | 14.56% | 17.56%-3.0pp | 34.67%-20.1pp | 17.84%-3.3pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,686-100.0% | $5,217-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $5,523-100.0% | $13,208-100.0% | $8,951-100.0% |