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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 | $18,223 | $185,312-90.2% | $161,489-88.7% | $154,746-88.2% |
| Participation rate | 35.7% | 82.5%-46.7pp | 78.7%-43.0pp | 80.7%-45.0pp |
| Annual return | 18.51% | 103.84%-85.3pp | 89.72%-71.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,766 | $6,350-56.4% | $5,630-50.9% | $6,730-58.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |