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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 | $28,033 | $172,111-83.7% | $150,298-81.3% | $137,256-79.6% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 58.65% | 69.37%-10.7pp | 62.79%-4.1pp | 220.34%-161.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,061 | $6,166-1.7% | $5,453+11.2% | $6,407-5.4% |
| Admin fee / account holder | $110 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |