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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 | $26,664 | $88,707-69.9% | $74,184-64.1% | $273,972-90.3% |
| Participation rate | 28.6% | 79.4%-50.9pp | 76.6%-48.0pp | 83.0%-54.4pp |
| Annual return | 4.18% | 11.94%-7.8pp | 17.74%-13.6pp | 41.46%-37.3pp |
| Employer contribution / active EE | $1,857 | $3,159-41.2% | $2,370-21.6% | $4,869-61.9% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $31 | $8,717-99.6% | $5,586-99.4% | $10,133-99.7% |