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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 | $26,198 | $56,894-54.0% | $84,753-69.1% | $62,881-58.3% |
| Participation rate | 28.6% | 68.5%-40.0pp | 76.6%-48.0pp | 69.3%-40.7pp |
| Annual return | 9.23% | 6.30%+2.9pp | 22.78%-13.6pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,111 | $2,709-59.0% | $3,712-70.1% | $3,203-65.3% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |