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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 | $31,331 | $67,602-53.7% | $82,312-61.9% | $70,126-55.3% |
| Participation rate | 65.6% | 72.8%-7.1pp | 76.9%-11.3pp | 69.5%-3.9pp |
| Annual return | 17.84% | 21.57%-3.7pp | 25.88%-8.0pp | 73.15%-55.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,420 | $2,987-52.5% | $3,706-61.7% | $3,332-57.4% |
| Admin fee / account holder | $5 | $4,512-99.9% | $5,608-99.9% | $4,645-99.9% |