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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 | $23,112 | $46,596-50.4% | $64,099-63.9% | $75,181-69.3% |
| Participation rate | 36.0% | 65.9%-29.9pp | 72.3%-36.3pp | 67.2%-31.2pp |
| Annual return | 24.36% | 26.04%-1.7pp | 33.70%-9.3pp | 160.69%-136.3pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,009 | $2,837+6.1% | $3,881-22.5% | $4,126-27.1% |
| Admin fee / account holder | $0 | $2,954-100.0% | $3,070-100.0% | $5,650-100.0% |