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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 | $23,596 | $57,590-59.0% | $86,233-72.6% | $82,448-71.4% |
| Participation rate | 35.7% | 57.9%-22.2pp | 69.0%-33.3pp | 68.1%-32.4pp |
| Annual return | 17.27% | 22.41%-5.1pp | 61.39%-44.1pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $180 | $4,730-96.2% | $8,342-97.8% | $7,234-97.5% |