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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 | $63,949-63.1% | $129,031-81.7% | $94,015-74.9% |
| Participation rate | 35.7% | 63.4%-27.7pp | 73.4%-37.6pp | 70.8%-35.1pp |
| Annual return | 17.27% | 17.56%-0.3pp | 34.67%-17.4pp | 17.84%-0.6pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,686-100.0% | $5,217-100.0% | $4,249-100.0% |
| Admin fee / account holder | $180 | $5,523-96.7% | $13,208-98.6% | $8,951-98.0% |