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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 | $85,370 | $98,766-13.6% | $149,730-43.0% | $79,852+6.9% |
| Participation rate | 52.9% | 75.8%-22.8pp | 82.5%-29.5pp | 69.6%-16.7pp |
| Annual return | 22.61% | 27.43%-4.8pp | 276.70%-254.1pp | 31.72%-9.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,238 | $5,681-7.8% | $6,843-23.5% | $3,740+40.0% |
| Admin fee / account holder | $7 | $6,052-99.9% | $9,310-99.9% | $5,306-99.9% |