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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 | $34,929 | $39,132-10.7% | $57,196-38.9% | $62,881-44.5% |
| Participation rate | 43.1% | 70.5%-27.3pp | 75.3%-32.2pp | 69.3%-26.2pp |
| Annual return | 2.33% | 9.24%-6.9pp | 14.59%-12.3pp | 20.14%-17.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,298 | $2,374-45.3% | $3,096-58.1% | $3,203-59.5% |
| Admin fee / account holder | $253 | $2,594-90.2% | $3,141-91.9% | $4,296-94.1% |