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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 | $26,736 | $178,174-85.0% | $156,181-82.9% | $137,256-80.5% |
| Participation rate | 14.3% | 82.0%-67.7pp | 78.8%-64.5pp | 80.0%-65.7pp |
| Annual return | 22.58% | 84.19%-61.6pp | 64.87%-42.3pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,236 | $4,972-75.1% | $4,294-71.2% | $4,156-70.3% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |