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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 | $44,142 | $57,065-22.6% | $75,670-41.7% | $70,131-37.1% |
| Participation rate | 56.5% | 68.1%-11.6pp | 72.3%-15.9pp | 69.5%-13.1pp |
| Annual return | 34.75% | 23.57%+11.2pp | 27.34%+7.4pp | 73.14%-38.4pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,831 | $2,580-29.0% | $3,142-41.7% | $3,332-45.0% |
| Admin fee / account holder | $181 | $3,825-95.3% | $5,800-96.9% | $4,645-96.1% |