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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 | $83,830 | $155,555-46.1% | $146,866-42.9% | $155,188-46.0% |
| Participation rate | 56.3% | 84.0%-27.7pp | 82.5%-26.3pp | 80.8%-24.6pp |
| Annual return | 23.94% | 115.41%-91.5pp | 102.85%-78.9pp | 148.84%-124.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,577 | $8,044+19.1% | $7,759+23.4% | $6,531+46.6% |
| Admin fee / account holder | $28 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |