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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 | $36,267 | $178,174-79.6% | $156,181-76.8% | $137,256-73.6% |
| Participation rate | 52.2% | 82.0%-29.9pp | 78.8%-26.7pp | 80.0%-27.8pp |
| Annual return | 17.22% | 84.19%-67.0pp | 64.87%-47.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,794 | $6,888-59.4% | $6,132-54.4% | $6,407-56.4% |
| Admin fee / account holder | $226 | $17,404-98.7% | $14,586-98.5% | $12,270-98.2% |