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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 | $44,794 | $105,623-57.6% | $87,502-48.8% | $273,972-83.7% |
| Participation rate | 64.7% | 78.2%-13.5pp | 73.8%-9.1pp | 83.0%-18.3pp |
| Annual return | 6.03% | 12.26%-6.2pp | 12.21%-6.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,122 | $3,601-68.8% | $3,149-64.4% | $5,287-78.8% |
| Admin fee / account holder | $163 | $4,781-96.6% | $4,221-96.1% | $10,133-98.4% |