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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 | $32,258 | $135,956-76.3% | $123,894-74.0% | $273,972-88.2% |
| Participation rate | 23.1% | 84.1%-61.0pp | 81.4%-58.3pp | 83.0%-59.9pp |
| Annual return | 10.83% | 56.63%-45.8pp | 47.52%-36.7pp | 41.46%-30.6pp |
| Employer contribution / active EE | $3,843 | $5,170-25.7% | $4,617-16.8% | $4,869-21.1% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |