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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 | $57,061-51.8% | $85,063-67.7% | $80,911-66.0% |
| Participation rate | 23.5% | 56.3%-32.8pp | 67.5%-44.0pp | 67.6%-44.1pp |
| Annual return | 12.94% | 21.66%-8.7pp | 66.54%-53.6pp | 35.63%-22.7pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $848 | $3,110-72.7% | $4,523-81.2% | $4,297-80.3% |
| Admin fee / account holder | $78 | $4,986-98.4% | $6,155-98.7% | $6,935-98.9% |