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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 | $156,398-85.3% | $147,318-84.4% | $138,895-83.5% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 15.30% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,669 | $8,237-67.6% | $7,906-66.2% | $6,396-58.3% |
| Admin fee / account holder | $279 | $14,976-98.1% | $13,708-98.0% | $12,562-97.8% |