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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 | $43,356 | $102,609-57.7% | $98,090-55.8% | $138,895-68.8% |
| Participation rate | 62.5% | 82.8%-20.3pp | 81.5%-19.0pp | 79.9%-17.4pp |
| Annual return | 17.90% | 36.44%-18.5pp | 37.05%-19.2pp | 145.39%-127.5pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,476 | $8,167-57.4% | $7,845-55.7% | $6,396-45.7% |
| Admin fee / account holder | $224 | $11,434-98.0% | $11,815-98.1% | $12,562-98.2% |