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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 | $27,480 | $57,140-51.9% | $85,240-67.8% | $80,959-66.1% |
| Participation rate | 23.5% | 56.4%-32.9pp | 67.5%-44.0pp | 67.7%-44.1pp |
| Annual return | 12.94% | 21.71%-8.8pp | 66.75%-53.8pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $848 | $3,115-72.8% | $4,527-81.3% | $4,300-80.3% |
| Admin fee / account holder | $78 | $4,992-98.4% | $6,165-98.7% | $6,925-98.9% |