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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 | $48,613 | $211,224-77.0% | $178,505-72.8% | $145,897-66.7% |
| Participation rate | 54.5% | 80.8%-26.3pp | 77.1%-22.6pp | 80.3%-25.8pp |
| Annual return | 8.91% | 30.28%-21.4pp | 27.16%-18.2pp | 552.29%-543.4pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,942 | $6,966-57.8% | $6,280-53.2% | $6,689-56.0% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |