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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 | $33,720 | $160,028-78.9% | $147,080-77.1% | $145,884-76.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.32% | 98.60%-86.3pp | 420.17%-407.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,580 | $8,422-33.7% | $8,066-30.8% | $6,690-16.6% |
| Admin fee / account holder | $239 | $15,030-98.4% | $12,989-98.2% | $13,392-98.2% |