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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 | $16,829 | $148,623-88.7% | $135,974-87.6% | $139,466-87.9% |
| Participation rate | 65.2% | 83.9%-18.6pp | 81.9%-16.7pp | 80.3%-15.1pp |
| Annual return | 26.13% | 79.30%-53.2pp | 68.30%-42.2pp | 373.66%-347.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,127 | $8,103+0.3% | $7,760+4.7% | $6,712+21.1% |
| Admin fee / account holder | $160 | $12,406-98.7% | $10,767-98.5% | $11,409-98.6% |