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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 | $43,912 | $223,823-80.4% | $211,142-79.2% | $154,746-71.6% |
| Participation rate | 44.4% | 87.9%-43.4pp | 87.3%-42.8pp | 80.7%-36.3pp |
| Annual return | 14.10% | 50.39%-36.3pp | 46.84%-32.7pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,762 | $6,787-74.0% | $6,442-72.7% | $4,379-59.8% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |