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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 | $46,935 | $46,877+0.1% | $122,354-61.6% | $70,126-33.1% |
| Participation rate | 27.3% | 58.2%-30.9pp | 71.6%-44.4pp | 69.5%-42.3pp |
| Annual return | 16.98% | 24.22%-7.2pp | 30.28%-13.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,036 | $2,167-6.1% | $3,287-38.1% | $3,332-38.9% |
| Admin fee / account holder | $229 | $3,324-93.1% | $5,479-95.8% | $4,645-95.1% |