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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 | $58,848+122.8% | $88,179+48.7% | $82,637+58.6% |
| Participation rate | 4.0% | 57.9%-53.9pp | 69.1%-65.1pp | 68.1%-64.1pp |
| Annual return | 14.56% | 22.76%-8.2pp | 64.97%-50.4pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,124-100.0% | $4,614-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,795-100.0% | $7,673-100.0% | $7,339-100.0% |