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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 | $41,725 | $69,977-40.4% | $108,582-61.6% | $62,881-33.6% |
| Participation rate | 69.8% | 72.9%-3.1pp | 79.6%-9.8pp | 69.3%+0.5pp |
| Annual return | 7.67% | 10.73%-3.1pp | -51.70%+59.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,163 | $3,1650% | $4,311-26.6% | $3,203-1.2% |
| Admin fee / account holder | $186 | $5,076-96.3% | $7,645-97.6% | $4,296-95.7% |