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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 | $46,617 | $174,379-73.3% | $152,093-69.3% | $138,895-66.4% |
| Participation rate | 28.6% | 81.6%-53.1pp | 77.8%-49.2pp | 79.9%-51.3pp |
| Annual return | 12.33% | 74.86%-62.5pp | 66.36%-54.0pp | 145.39%-133.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,359 | $6,159-61.7% | $5,451-56.7% | $6,396-63.1% |
| Admin fee / account holder | $17 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |