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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 | $42,134 | $215,361-80.4% | $171,082-75.4% | $273,972-84.6% |
| Participation rate | 57.1% | 82.0%-24.9pp | 76.7%-19.6pp | 83.0%-25.9pp |
| Annual return | 11.50% | 25.14%-13.6pp | 32.56%-21.1pp | 41.46%-30.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,471 | $5,543-37.4% | $4,797-27.6% | $5,287-34.3% |
| Admin fee / account holder | $112 | $10,846-99.0% | $8,520-98.7% | $10,133-98.9% |