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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 | $50,573 | $90,486-44.1% | $78,676-35.7% | $273,972-81.5% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 8.07% | 75.62%-67.6pp | 62.19%-54.1pp | 41.46%-33.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,751 | $3,901-55.1% | $3,517-50.2% | $5,287-66.9% |
| Admin fee / account holder | $13 | $5,263-99.8% | $4,510-99.7% | $10,133-99.9% |