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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 | $29,115 | $65,685-55.7% | $57,181-49.1% | $273,968-89.4% |
| Participation rate | 61.5% | 78.3%-16.8pp | 75.3%-13.8pp | 83.0%-21.5pp |
| Annual return | 7.85% | 21.99%-14.1pp | 14.59%-6.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,094 | $3,781+8.3% | $3,096+32.3% | $5,287-22.6% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |