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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 | $62,367 | $107,666-42.1% | $102,184-39.0% | $154,746-59.7% |
| Participation rate | 54.5% | 83.7%-29.2pp | 82.6%-28.1pp | 80.7%-26.2pp |
| Annual return | 19.16% | 29.33%-10.2pp | 31.58%-12.4pp | 172.34%-153.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,385 | $8,719-26.8% | $8,309-23.2% | $6,730-5.1% |
| Admin fee / account holder | $91 | $12,943-99.3% | $11,609-99.2% | $14,365-99.4% |