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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 | $17,799 | $46,599-61.8% | $64,101-72.2% | $75,173-76.3% |
| Participation rate | 37.0% | 65.9%-29.0pp | 72.3%-35.4pp | 67.2%-30.2pp |
| Annual return | 13.95% | 26.06%-12.1pp | 33.72%-19.8pp | 160.72%-146.8pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $50 | $2,956-98.3% | $3,070-98.4% | $5,651-99.1% |