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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 | $37,221 | $124,213-70.0% | $118,106-68.5% | $154,746-75.9% |
| Participation rate | 50.0% | 83.6%-33.6pp | 81.9%-31.9pp | 80.7%-30.7pp |
| Annual return | 12.99% | 18.29%-5.3pp | 19.44%-6.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,025 | $6,859-55.9% | $6,619-54.3% | $6,730-55.1% |
| Admin fee / account holder | $0 | $9,627-100.0% | $8,973-100.0% | $14,365-100.0% |