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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 | $125,865 | $105,866+18.9% | $90,766+38.7% | $134,545-6.5% |
| Participation rate | 25.0% | 78.3%-53.3pp | 75.7%-50.7pp | 81.2%-56.2pp |
| Annual return | 3.85% | -10.99%+14.8pp | -12.16%+16.0pp | 418.37%-414.5pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,446-100.0% | $11,431-100.0% |