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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 | $26,149 | $48,327-45.9% | $67,575-61.3% | $80,935-67.7% |
| Participation rate | 35.3% | 66.4%-31.1pp | 72.9%-37.6pp | 67.7%-32.4pp |
| Annual return | 16.20% | 18.31%-2.1pp | 3528.98%-3512.8pp | 35.66%-19.5pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,604 | $2,927-45.2% | $4,003-59.9% | $4,299-62.7% |
| Admin fee / account holder | $213 | $3,692-94.2% | $3,993-94.7% | $6,924-96.9% |