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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 | $29,940 | $139,948-78.6% | $121,663-75.4% | $154,746-80.7% |
| Participation rate | 62.5% | 78.0%-15.5pp | 74.5%-12.0pp | 80.7%-18.2pp |
| Annual return | 20.47% | 230.52%-210.0pp | 147.54%-127.1pp | 172.34%-151.9pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,117 | $5,629-62.4% | $4,887-56.7% | $6,730-68.6% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |