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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 | $29,274 | $65,712-55.5% | $57,196-48.8% | $273,972-89.3% |
| Participation rate | 58.3% | 78.3%-20.0pp | 75.3%-17.0pp | 83.0%-24.7pp |
| Annual return | 6.81% | 22.01%-15.2pp | 14.59%-7.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $717 | $3,782-81.1% | $3,096-76.9% | $5,287-86.4% |
| Admin fee / account holder | $170 | $4,838-96.5% | $3,141-94.6% | $10,133-98.3% |