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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 | $162,136-54.4% | $152,301-51.4% | $154,746-52.2% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 18.67% | 91.02%-72.4pp | 80.50%-61.8pp | 172.34%-153.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,811 | $8,341-54.3% | $8,004-52.4% | $6,730-43.4% |
| Admin fee / account holder | $223 | $15,759-98.6% | $14,398-98.5% | $14,365-98.4% |