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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 | $22,928 | $154,228-85.1% | $145,433-84.2% | $137,256-83.3% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 15.30% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,669 | $8,216-67.5% | $7,897-66.2% | $6,407-58.3% |
| Admin fee / account holder | $279 | $14,344-98.1% | $13,129-97.9% | $12,270-97.7% |