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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 | $181,062-53.7% | $158,223-47.0% | $155,188-45.9% |
| Participation rate | 34.8% | 82.7%-47.9pp | 79.2%-44.4pp | 80.8%-46.0pp |
| Annual return | 16.49% | 57.39%-40.9pp | 52.09%-35.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,410 | $6,134-60.7% | $5,467-55.9% | $6,531-63.1% |
| Admin fee / account holder | $11 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |