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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 | $118,189 | $91,559+29.1% | $133,971-11.8% | $79,852+48.0% |
| Participation rate | 35.3% | 73.3%-38.1pp | 79.8%-44.5pp | 69.6%-34.3pp |
| Annual return | 14.25% | 61.85%-47.6pp | 45.09%-30.8pp | 31.72%-17.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,220 | $3,734-40.5% | $5,047-56.0% | $3,740-40.6% |
| Admin fee / account holder | $26 | $6,321-99.6% | $8,929-99.7% | $5,306-99.5% |