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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 | $25,132 | $124,425-79.8% | $112,040-77.6% | $137,256-81.7% |
| Participation rate | 55.0% | 79.3%-24.3pp | 76.5%-21.5pp | 80.0%-25.0pp |
| Annual return | 19.95% | 24.72%-4.8pp | 24.52%-4.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,653 | $5,718-53.6% | $5,098-48.0% | $6,407-58.6% |
| Admin fee / account holder | $229 | $15,207-98.5% | $12,098-98.1% | $12,270-98.1% |