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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 | $50,809 | $78,197-35.0% | $98,090-48.2% | $82,637-38.5% |
| Participation rate | 58.3% | 77.5%-19.1pp | 81.5%-23.2pp | 68.1%-9.7pp |
| Annual return | 21.99% | 40.25%-18.3pp | 37.05%-15.1pp | 53.51%-31.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,942 | $6,636+19.7% | $7,845+1.2% | $4,126+92.5% |
| Admin fee / account holder | $0 | $14,832-100.0% | $11,815-100.0% | $7,339-100.0% |