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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 | $83,888 | $172,111-51.3% | $150,298-44.2% | $137,256-38.9% |
| Participation rate | 34.8% | 81.7%-46.9pp | 77.8%-43.0pp | 80.0%-45.2pp |
| Annual return | 16.49% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,410 | $6,166-60.9% | $5,453-55.8% | $6,407-62.4% |
| Admin fee / account holder | $11 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |