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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 | $42,150 | $228,352-81.5% | $185,835-77.3% | $158,966-73.5% |
| Participation rate | 20.0% | 82.3%-62.3pp | 78.0%-58.0pp | 82.0%-62.0pp |
| Annual return | 17.33% | 40.81%-23.5pp | 35.96%-18.6pp | 302.95%-285.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |