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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 | $29,723 | $77,638-61.7% | $156,551-81.0% | $62,881-52.7% |
| Participation rate | 35.7% | 71.2%-35.5pp | 84.0%-48.3pp | 69.3%-33.6pp |
| Annual return | 7.83% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,047 | $3,046-65.6% | $4,871-78.5% | $3,203-67.3% |
| Admin fee / account holder | $236 | $5,561-95.8% | $13,028-98.2% | $4,296-94.5% |