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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 | $25,632 | $57,061-55.1% | $85,063-69.9% | $80,911-68.3% |
| Participation rate | 28.0% | 56.3%-28.3pp | 67.5%-39.5pp | 67.6%-39.6pp |
| Annual return | 21.25% | 21.66%-0.4pp | 66.54%-45.3pp | 35.63%-14.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,676 | $3,110-13.9% | $4,523-40.8% | $4,297-37.7% |
| Admin fee / account holder | $115 | $4,986-97.7% | $6,155-98.1% | $6,935-98.3% |