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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 | $41,508 | $140,578-70.5% | $100,671-58.8% | $125,389-66.9% |
| Participation rate | 66.7% | 80.4%-13.7pp | 70.7%-4.0pp | 83.2%-16.5pp |
| Annual return | 1.88% | 24.67%-22.8pp | 20.43%-18.5pp | 282.24%-280.4pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,971 | $3,981-50.5% | $3,144-37.3% | $5,352-63.2% |
| Admin fee / account holder | $267 | $6,716-96.0% | $4,850-94.5% | $9,541-97.2% |