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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 | $95,850 | $155,811-38.5% | $124,683-23.1% | $167,497-42.8% |
| Participation rate | 50.0% | 81.1%-31.1pp | 74.6%-24.6pp | 82.1%-32.1pp |
| Annual return | 15.62% | 17.97%-2.4pp | 5143.56%-5127.9pp | 478.62%-463.0pp |
| Employer contribution / active EE | $0 | $4,164-100.0% | $3,324-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,674-100.0% | $4,615-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $9,532-100.0% | $7,493-100.0% | $12,310-100.0% |