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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 | $103,447 | $817,678-87.3% | $392,568-73.6% | $152,909-32.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.1%-28.1pp | 82.5%-32.5pp |
| Annual return | 0.00% | 22.84%-22.8pp | 24.42%-24.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $8,398-100.0% | $5,985-100.0% | $5,851-100.0% |
| Admin fee / account holder | $30 | $12,095-99.8% | $6,260-99.5% | $11,601-99.7% |