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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 | $39,172 | $90,486-56.7% | $78,676-50.2% | $273,972-85.7% |
| Participation rate | 42.9% | 76.5%-33.7pp | 73.6%-30.7pp | 83.0%-40.2pp |
| Annual return | 9.65% | 75.62%-66.0pp | 62.19%-52.5pp | 41.46%-31.8pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,606 | $3,901-58.8% | $3,517-54.3% | $5,287-69.6% |
| Admin fee / account holder | $263 | $5,263-95.0% | $4,510-94.2% | $10,133-97.4% |