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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 | $93,696 | $100,139-6.4% | $85,187+10.0% | $145,884-35.8% |
| Participation rate | 30.0% | 74.1%-44.1pp | 67.5%-37.5pp | 80.3%-50.3pp |
| Annual return | 14.51% | 84.15%-69.6pp | 66.67%-52.2pp | 551.85%-537.3pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,248 | $5,296-38.7% | $4,525-28.2% | $6,690-51.5% |
| Admin fee / account holder | $71 | $7,262-99.0% | $6,162-98.8% | $13,392-99.5% |