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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 | $114,424 | $57,061+100.5% | $85,063+34.5% | $80,911+41.4% |
| Participation rate | 3.4% | 56.3%-52.9pp | 67.5%-64.1pp | 67.6%-64.2pp |
| Annual return | 19.15% | 21.66%-2.5pp | 66.54%-47.4pp | 35.63%-16.5pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,523-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $4,986-100.0% | $6,155-100.0% | $6,935-100.0% |