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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 | $162,967-85.2% | $135,792-82.2% | $138,895-82.6% |
| Participation rate | 16.7% | 78.3%-61.7pp | 72.6%-55.9pp | 79.9%-63.3pp |
| Annual return | 13.78% | 30.08%-16.3pp | 25.96%-12.2pp | 145.39%-131.6pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $277 | $15,306-98.2% | $12,266-97.7% | $12,562-97.8% |