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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 | $21,055 | $43,344-51.4% | $59,899-64.8% | $64,173-67.2% |
| Participation rate | 37.1% | 69.2%-32.0pp | 74.7%-37.6pp | 69.6%-32.4pp |
| Annual return | 13.11% | -1.55%+14.7pp | 3.46%+9.6pp | 7.63%+5.5pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $772 | $2,547-69.7% | $3,402-77.3% | $3,470-77.7% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |