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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 | $57,880 | $154,467-62.5% | $130,270-55.6% | $139,487-58.5% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.3%-26.3pp | 80.3%-30.3pp |
| Annual return | 33.06% | 30.58%+2.5pp | 38.89%-5.8pp | 373.84%-340.8pp |
| Employer contribution / active EE | $0 | $5,175-100.0% | $4,128-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $8,497-100.0% | $6,797-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $9,222-100.0% | $6,022-100.0% | $11,407-100.0% |