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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 | $58,451 | $197,603-70.4% | $177,827-67.1% | $158,950-63.2% |
| Participation rate | 38.9% | 88.5%-49.7pp | 87.7%-48.8pp | 82.0%-43.1pp |
| Annual return | 22.31% | 58.76%-36.5pp | 48.32%-26.0pp | 302.91%-280.6pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,621 | $8,404-21.2% | $7,713-14.2% | $5,983+10.7% |
| Admin fee / account holder | $201 | $15,402-98.7% | $12,429-98.4% | $11,248-98.2% |