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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 | $72,843 | $100,073-27.2% | $85,126-14.4% | $145,877-50.1% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 12.69% | 84.11%-71.4pp | 66.63%-53.9pp | 551.28%-538.6pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,267 | $5,294-19.4% | $4,523-5.7% | $6,691-36.2% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |