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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 | $47,652 | $90,486-47.3% | $78,676-39.4% | $273,972-82.6% |
| Participation rate | 14.3% | 76.5%-62.2pp | 73.6%-59.3pp | 83.0%-68.7pp |
| Annual return | 8.43% | 75.62%-67.2pp | 62.19%-53.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,393 | $3,901-38.7% | $3,517-32.0% | $5,287-54.7% |
| Admin fee / account holder | $44 | $5,263-99.2% | $4,510-99.0% | $10,133-99.6% |