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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 | $30,963 | $88,707-65.1% | $74,184-58.3% | $273,972-88.7% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | 8.36% | 11.94%-3.6pp | 17.74%-9.4pp | 41.46%-33.1pp |
| Employer contribution / active EE | $2,631 | $3,159-16.7% | $2,370+11.0% | $4,869-46.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $136 | $8,717-98.4% | $5,586-97.6% | $10,133-98.7% |