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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 | $30,682 | $172,111-82.2% | $150,298-79.6% | $137,256-77.6% |
| Participation rate | 30.8% | 81.7%-50.9pp | 77.8%-47.0pp | 80.0%-49.2pp |
| Annual return | 17.23% | 69.37%-52.1pp | 62.79%-45.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,164 | $6,166-64.9% | $5,453-60.3% | $6,407-66.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |