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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 | $156,398-46.4% | $147,318-43.1% | $138,895-39.6% |
| Participation rate | 56.3% | 83.8%-27.5pp | 82.1%-25.8pp | 79.9%-23.7pp |
| Annual return | 23.94% | 78.75%-54.8pp | 70.43%-46.5pp | 145.39%-121.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,577 | $8,237+16.3% | $7,906+21.1% | $6,396+49.7% |
| Admin fee / account holder | $28 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |