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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 | $27,378 | $154,228-82.2% | $145,433-81.2% | $137,256-80.1% |
| Participation rate | 56.3% | 83.8%-27.5pp | 82.1%-25.9pp | 80.0%-23.7pp |
| Annual return | 18.53% | 74.59%-56.1pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,508 | $8,216-33.0% | $7,897-30.3% | $6,407-14.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |