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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 | $12,744 | $58,057-78.0% | $97,032-86.9% | $86,983-85.3% |
| Participation rate | 58.9% | 60.4%-1.5pp | 71.6%-12.7pp | 69.5%-10.6pp |
| Annual return | 14.20% | 22.26%-8.1pp | 35.38%-21.2pp | 25.83%-11.6pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,582 | $3,244-51.2% | $4,672-66.1% | $4,194-62.3% |
| Admin fee / account holder | $195 | $4,839-96.0% | $9,418-97.9% | $7,856-97.5% |