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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 | $42,250 | $86,050-50.9% | $189,758-77.7% | $94,015-55.1% |
| Participation rate | 28.1% | 68.9%-40.8pp | 79.8%-51.7pp | 70.8%-42.7pp |
| Annual return | 15.85% | 17.77%-1.9pp | 52.62%-36.8pp | 17.84%-2.0pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,254 | $3,349-62.6% | $5,856-78.6% | $4,249-70.5% |
| Admin fee / account holder | $45 | $6,627-99.3% | $20,388-99.8% | $8,951-99.5% |