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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 | $22,734 | $46,596-51.2% | $64,085-64.5% | $75,173-69.8% |
| Participation rate | 36.6% | 65.9%-29.4pp | 72.3%-35.7pp | 67.2%-30.6pp |
| Annual return | 22.38% | 26.04%-3.7pp | 33.69%-11.3pp | 160.65%-138.3pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,251 | $2,839-56.0% | $3,881-67.8% | $4,126-69.7% |
| Admin fee / account holder | $216 | $2,954-92.7% | $3,069-93.0% | $5,651-96.2% |