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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 | $37,973 | $106,280-64.3% | $96,538-60.7% | $139,487-72.8% |
| Participation rate | 57.9% | 77.8%-20.0pp | 74.3%-16.5pp | 80.3%-22.4pp |
| Annual return | 17.47% | 38.48%-21.0pp | 35.74%-18.3pp | 373.84%-356.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,144 | $5,457+30.9% | $4,880+46.4% | $6,713+6.4% |
| Admin fee / account holder | $193 | $7,888-97.6% | $6,737-97.1% | $11,407-98.3% |