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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 | $12,652 | $45,082-71.9% | $69,464-81.8% | $72,975-82.7% |
| Participation rate | 14.9% | 68.5%-53.6pp | 74.6%-59.7pp | 69.5%-54.6pp |
| Annual return | 21.85% | 22.66%-0.8pp | 28.98%-7.1pp | 81.01%-59.2pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $964 | $2,604-63.0% | $3,536-72.7% | $3,608-73.3% |
| Admin fee / account holder | $222 | $3,057-92.7% | $3,840-94.2% | $5,124-95.7% |