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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 | $48,307 | $161,352-70.1% | $134,172-64.0% | $137,256-64.8% |
| Participation rate | 8.3% | 78.3%-70.0pp | 72.5%-64.1pp | 80.0%-71.6pp |
| Annual return | 41.72% | 28.72%+13.0pp | 25.30%+16.4pp | 220.34%-178.6pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,415 | $5,552-56.5% | $4,690-48.5% | $6,407-62.3% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |