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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 | $212,386-75.0% | $199,883-73.4% | $138,895-61.7% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 28.71% | 47.75%-19.0pp | 43.81%-15.1pp | 145.39%-116.7pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,351 | $9,617+7.6% | $9,138+13.3% | $6,396+61.8% |
| Admin fee / account holder | $212 | $18,233-98.8% | $17,268-98.8% | $12,562-98.3% |