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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 | $50,371 | $47,848+5.3% | $81,473-38.2% | $70,126-28.2% |
| Participation rate | 32.4% | 58.3%-25.9pp | 68.0%-35.6pp | 69.5%-37.2pp |
| Annual return | 16.55% | 27.25%-10.7pp | 38.78%-22.2pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,729 | $2,453-29.5% | $3,537-51.1% | $3,332-48.1% |
| Admin fee / account holder | $27 | $3,145-99.1% | $4,561-99.4% | $4,645-99.4% |