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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 | $24,136 | $161,352-85.0% | $134,172-82.0% | $137,256-82.4% |
| Participation rate | 16.7% | 78.3%-61.6pp | 72.5%-55.8pp | 80.0%-63.3pp |
| Annual return | 13.78% | 28.72%-14.9pp | 25.30%-11.5pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $277 | $15,028-98.2% | $12,016-97.7% | $12,270-97.7% |