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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 | $42,289 | $99,345-57.4% | $84,753-50.1% | $273,972-84.6% |
| Participation rate | 23.8% | 80.7%-56.9pp | 76.6%-52.8pp | 83.0%-59.2pp |
| Annual return | 8.09% | 22.93%-14.8pp | 22.78%-14.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,853 | $4,270-33.2% | $3,712-23.1% | $5,287-46.0% |
| Admin fee / account holder | $7 | $6,645-99.9% | $5,333-99.9% | $10,133-99.9% |