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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 | $73,997 | $154,228-52.0% | $145,433-49.1% | $137,256-46.1% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 80.0%-42.5pp |
| Annual return | 18.67% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,811 | $8,216-53.6% | $7,897-51.7% | $6,407-40.5% |
| Admin fee / account holder | $223 | $14,344-98.4% | $13,129-98.3% | $12,270-98.2% |