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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 | $59,393 | $78,690-24.5% | $161,489-63.2% | $87,485-32.1% |
| Participation rate | 16.0% | 67.5%-51.5pp | 78.7%-62.7pp | 68.9%-52.9pp |
| Annual return | 19.75% | 32.74%-13.0pp | 89.72%-70.0pp | 26.06%-6.3pp |
| Employer contribution / active EE | $674 | $2,588-74.0% | $4,268-84.2% | $2,596-74.1% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |