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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 | $185,312-54.7% | $161,489-48.1% | $154,746-45.8% |
| Participation rate | 34.8% | 82.5%-47.7pp | 78.7%-43.9pp | 80.7%-45.9pp |
| Annual return | 16.49% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,410 | $6,350-62.1% | $5,630-57.2% | $6,730-64.2% |
| Admin fee / account holder | $11 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |