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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 | $68,403 | $123,155-44.5% | $108,753-37.1% | $155,188-55.9% |
| Participation rate | 33.3% | 75.6%-42.3pp | 71.1%-37.8pp | 80.8%-47.5pp |
| Annual return | 15.76% | 44.73%-29.0pp | 37.47%-21.7pp | 148.84%-133.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,289 | $4,623-72.1% | $4,115-68.7% | $6,531-80.3% |
| Admin fee / account holder | $102 | $12,126-99.2% | $10,320-99.0% | $14,480-99.3% |