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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 | $53,179 | $209,336-74.6% | $197,124-73.0% | $137,256-61.3% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 28.71% | 48.09%-19.4pp | 44.34%-15.6pp | 220.34%-191.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,351 | $9,614+7.7% | $9,135+13.3% | $6,407+61.6% |
| Admin fee / account holder | $212 | $17,308-98.8% | $16,298-98.7% | $12,270-98.3% |