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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 | $55,127 | $90,538-39.1% | $88,457-37.7% | $154,746-64.4% |
| Participation rate | 50.0% | 80.9%-30.9pp | 78.6%-28.6pp | 80.7%-30.7pp |
| Annual return | 19.48% | 37.97%-18.5pp | 32.69%-13.2pp | 172.34%-152.9pp |
| Employer contribution / active EE | $0 | $4,914-100.0% | $4,681-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,101 | $6,073-48.9% | $5,667-45.3% | $6,730-53.9% |
| Admin fee / account holder | $0 | $10,337-100.0% | $9,606-100.0% | $14,365-100.0% |