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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 | $78,195 | $155,555-49.7% | $146,866-46.8% | $155,188-49.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 16.53% | 115.41%-98.9pp | 102.85%-86.3pp | 148.84%-132.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $20,667 | $8,044+156.9% | $7,759+166.3% | $6,531+216.4% |
| Admin fee / account holder | $242 | $14,755-98.4% | $13,620-98.2% | $14,480-98.3% |