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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 | $57,119-55.1% | $85,187-69.9% | $80,935-68.3% |
| Participation rate | 28.0% | 56.4%-28.4pp | 67.5%-39.5pp | 67.7%-39.7pp |
| Annual return | 21.25% | 21.70%-0.4pp | 66.67%-45.4pp | 35.66%-14.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,676 | $3,115-14.1% | $4,525-40.9% | $4,299-37.7% |
| Admin fee / account holder | $115 | $4,990-97.7% | $6,162-98.1% | $6,924-98.3% |