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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 | $40,651 | $148,582-72.6% | $135,942-70.1% | $139,456-70.9% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 20.98% | 79.26%-58.3pp | 68.28%-47.3pp | 373.45%-352.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,376 | $8,101-33.6% | $7,759-30.7% | $6,711-19.9% |
| Admin fee / account holder | $17 | $12,402-99.9% | $10,764-99.8% | $11,407-99.9% |