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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 | $36,459 | $65,712-44.5% | $57,196-36.3% | $273,972-86.7% |
| Participation rate | 61.5% | 78.3%-16.8pp | 75.3%-13.8pp | 83.0%-21.5pp |
| Annual return | 6.93% | 22.01%-15.1pp | 14.59%-7.7pp | 41.46%-34.5pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,551 | $3,782+20.3% | $3,096+47.0% | $5,287-13.9% |
| Admin fee / account holder | $106 | $4,838-97.8% | $3,141-96.6% | $10,133-99.0% |