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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 | $28,004 | $135,956-79.4% | $123,894-77.4% | $273,972-89.8% |
| Participation rate | 47.8% | 84.1%-36.2pp | 81.4%-33.6pp | 83.0%-35.2pp |
| Annual return | 7.84% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,848 | $6,343-55.1% | $5,984-52.4% | $5,287-46.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |