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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 | $65,905 | $72,027-8.5% | $185,861-64.5% | $79,856-17.5% |
| Participation rate | 25.9% | 65.8%-39.8pp | 78.0%-52.1pp | 69.6%-43.7pp |
| Annual return | 17.45% | 23.13%-5.7pp | 35.96%-18.5pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,320 | $3,780-65.1% | $5,634-76.6% | $3,741-64.7% |
| Admin fee / account holder | $294 | $4,513-93.5% | $9,503-96.9% | $5,306-94.5% |