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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 | $12,580 | $40,275-68.8% | $57,356-78.1% | $59,633-78.9% |
| Participation rate | 64.0% | 69.1%-5.1pp | 75.1%-11.1pp | 68.7%-4.7pp |
| Annual return | 1.72% | 27.52%-25.8pp | 24.41%-22.7pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |