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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 | $45,878 | $181,896-74.8% | $156,551-70.7% | $273,972-83.3% |
| Participation rate | 13.0% | 88.4%-75.3pp | 84.0%-71.0pp | 83.0%-70.0pp |
| Annual return | 7.89% | 30.74%-22.9pp | 32.23%-24.3pp | 41.46%-33.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $118 | $15,560-99.2% | $13,028-99.1% | $10,133-98.8% |