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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 | $185,312-83.4% | $161,489-81.0% | $154,746-80.2% |
| Participation rate | 30.8% | 82.5%-51.7pp | 78.7%-47.9pp | 80.7%-49.9pp |
| Annual return | 17.23% | 103.84%-86.6pp | 89.72%-72.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,164 | $6,350-65.9% | $5,630-61.6% | $6,730-67.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |