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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 | $28,107 | $105,623-73.4% | $87,502-67.9% | $273,972-89.7% |
| Participation rate | 40.0% | 78.2%-38.2pp | 73.8%-33.8pp | 83.0%-43.0pp |
| Annual return | 4.50% | 12.26%-7.8pp | 12.21%-7.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $760 | $3,601-78.9% | $3,149-75.9% | $5,287-85.6% |
| Admin fee / account holder | $264 | $4,781-94.5% | $4,221-93.7% | $10,133-97.4% |