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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 | $53,505 | $52,279+2.3% | $89,435-40.2% | $79,856-33.0% |
| Participation rate | 22.7% | 57.5%-34.8pp | 68.0%-45.3pp | 69.6%-46.9pp |
| Annual return | 11.86% | 22.16%-10.3pp | 245.55%-233.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $858 | $2,740-68.7% | $3,890-78.0% | $3,741-77.1% |
| Admin fee / account holder | $38 | $3,356-98.9% | $4,884-99.2% | $5,306-99.3% |