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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 | $40,416 | $198,457-79.6% | $170,435-76.3% | $147,586-72.6% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 15.76% | 257.30%-241.5pp | 205.94%-190.2pp | 578.59%-562.8pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,356 | $5,629-58.1% | $4,939-52.3% | $5,439-56.7% |
| Admin fee / account holder | $122 | $16,852-99.3% | $13,881-99.1% | $10,886-98.9% |